Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Poprik is a financial advisor who has been in the industry since 2008. Matthew is currently registered with J.P. Morgan Securities LLC, which is a broker-dealer and investment advisor. Prior to his current role, Matthew has held positions with other firms including ICAP Corporates LLC, CreditTrade Securities Corporation, Garban LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, and Salomon Smith Barney Inc. Matthew's experience spans a range of financial services roles and includes work in brokerage, investment advisory, and operations. Matthew is a licensed investment advisor representative and holds several industry certifications including Series 7, Series 63, and Series 65. Matthew's areas of expertise include financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/19/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NJ
01/05/2006 - 09/13/2013
ICAP CORPORATES LLC (JERSEY CITY NJ)
NY
01/05/2004 - 11/15/2006
CREDITTRADE SECURITIES CORPORATION (NEW YORK NY)
NY
01/05/2006 - 01/05/2006
GARBAN LLC (NEW YORK NY)
MO
07/01/2003 - 01/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/25/1997 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2024
Series 99TO - Operations Professional Examination
BC
Issued 07/23/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Poprik is the right advisor for you? Invested Better is here to help.
