Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ryan Brown is a financial advisor with over 14 years of experience in the financial services industry. Matthew Ryan Brown is registered with Fidelity Personal And Workplace Advisors and has held previous roles with Charles Schwab & Co., Inc., Oppenheimer & Co. Inc. and AXA Advisors, LLC. Matthew Ryan Brown has Series 7, 63 and 66 licenses as well as the SIE exam. Matthew Ryan Brown is also a Certified Financial Planner. Matthew Ryan Brown specializes in financial planning and portfolio management for individuals and businesses.
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.
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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2
NY
03/09/2020 - Present
Fidelity Personal AND Workplace Advisors (PLAINVIEW NY)
NY
08/25/2008 - 03/21/2016
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
01/09/2008 - 07/28/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/02/2007 - 01/15/2008
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 10/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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