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 Cowell is an investment advisor representative with Macquarie Investment Management Business Trust. Matthew holds a Series 65 and Series 63 license and has been in the industry since October 2016. Matthew has also been registered with Purshe Kaplan Sterling Investments, and has experience in fixed insurance sales. Matthew has passed the Series 7 and SIE exams and is currently registered in Pennsylvania and New York. Matthew specializes in providing investment advice for a variety of clients including high-net-worth individuals, corporations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
09/06/2016 - 01/20/2017
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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