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. Werner is a financial advisor registered with J.P. Morgan Institutional Investments Inc. Matthew has been in the financial services industry since 2010. He holds the Series 6, 7, 63, and 65 licenses. Matthew has previously worked at FORESIDE FUND SERVICES, LLC, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., ALLIANCEBERNSTEIN INVESTMENTS, INC., and PRUCO SECURITIES, LLC.
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.
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.
1
2
NY
06/08/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
10/25/2017 - 05/18/2022
FORESIDE FUND SERVICES, LLC (New York NY)
NY
04/10/2014 - 06/20/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
06/03/2013 - 04/04/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
11/16/2009 - 04/30/2013
PRUCO SECURITIES, LLC. (MELVILLE NY)
IA
Issued 09/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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