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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Speedy is a financial advisor with Equitable Advisors, LLC, who has been in the financial industry since 1995. Matthew Speedy is registered with the state of New Jersey. Matthew is also a registered investment advisor and has the Series 7, 9, 10, 31, 63, and 65 licenses. Matthew Speedy works with individual clients, businesses, charitable organizations, and pension and profit-sharing plans. Matthew specializes in financial planning, portfolio management, and investment advisory services. Matthew Speedy is a highly experienced financial advisor with a deep understanding of the financial markets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
11/09/2022 - Present
Equitable Advisors, LLC (TOMS RIVER NJ)
NJ
06/01/2009 - 11/18/2009
MORGAN STANLEY SMITH BARNEY (TOMS RIVER NJ)
NJ
10/15/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
NY
04/05/1995 - 08/27/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
12/16/1994 - 04/12/1995
COMMONWEALTH ASSOCIATES (NEW YORK NY)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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