Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richard Medell is a financial advisor with J.P. Morgan Securities LLC and has been in the financial services industry since 2018. Matthew Richard Medell has passed the Series 3, 4, 7, 24, 34, 52TO, 53, and 66 exams. Matthew Richard Medell works out of the Plano, TX branch office of J.P. Morgan Securities LLC. Matthew Richard Medell has been registered with J.P. Morgan Securities LLC since 2023. Previously, Matthew Richard Medell was employed with CAPITAL ONE INVESTING, LLC in Plano, TX.
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
TX
12/12/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
04/20/2018 - 02/12/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
BOTH
Issued 03/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2016
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/17/2016
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
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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