Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cudd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in THE WOODLANDS, TX. Matthew has over 15 years of experience in the financial services industry. Matthew has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2021 and previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and LINSCO/PRIVATE LEDGER CORP. Matthew holds a Series 7, Series 63, and Series 65 license. Matthew is also a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and an Investment Advisor Representative of Merrill Lynch, Pierce, Fenner & Smith Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/01/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THE WOODLANDS TX)
TX
10/01/2012 - 04/13/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/12/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
12/21/2005 - 12/05/2006
LINSCO/PRIVATE LEDGER CORP. (FORT WORTH TX)
IA
Issued 02/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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