Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Payne is a financial advisor with Equitable Advisors, LLC. Matthew has been in the financial services industry for over 2 years. Matthew is registered with the state of Pennsylvania and holds Series 7TO and SIE securities licenses. Matthew has been working with individuals, families, and businesses to help them 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.
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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NY
10/24/2024 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NY
06/16/2023 - 11/24/2023
LPL FINANCIAL LLC (Syracuse NY)
BC
Issued 02/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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