Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew R. Caccamo is an active investment advisor representative with J.P. Morgan Securities LLC and has over 20 years of experience in the financial industry. Matthew previously held roles at Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hold Brothers On-Line Investment Services L.L.C. Matthew is a Series 7, 9, 10, 24, 55, 63, 65, 99TO, and SIE licensed professional. Matthew has worked with a broad range of clients including individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Matthew is committed to providing personalized financial guidance and investment strategies to help clients achieve their financial goals.
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
12/24/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
03/24/2011 - 03/13/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
NJ
11/09/2009 - 01/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE NJ)
NJ
03/11/2008 - 09/08/2009
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (MORRISTOWN NJ)
NJ
12/02/2005 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
02/04/2003 - 09/09/2005
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NE
09/15/1999 - 09/19/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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