Unclaimed
Matthew R. Hastings is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the industry since 2004 and has held previous roles with U.S. Bancorp Investments, Inc., Northern Trust Securities, Inc., Charles Schwab & Co., Inc., and Citigroup Global Markets Inc. Matthew is a licensed representative in several states and holds Series 63, 66, 7 and SIE licenses. Matthew specializes in investment management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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
IL
02/06/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
08/30/2013 - 02/29/2016
U.S. BANCORP INVESTMENTS, INC. (NAPERVILLE IL)
IL
11/09/2007 - 08/16/2013
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
WA
01/18/2007 - 08/30/2007
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
IL
02/05/2003 - 12/14/2006
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 11/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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