Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rosenthal is a financial professional with over 6 years of experience in the industry. Matthew is currently registered with Janney Montgomery Scott LLC as a Registered Representative. Prior to joining Janney Montgomery Scott LLC, Matthew worked at TM Capital LLC, Piper Sandler & Co., BB&T Securities, LLC, Kurt Salmon Capital Advisors, Inc., and Cortview Capital Securities LLC. Matthew holds Series 63, SIE, and Series 79 licenses. Matthew specializes in a variety of financial services, including investment banking, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
VA
05/24/2024 - Present
Janney Montgomery Scott LLC (RICHMOND VA)
GA
04/14/2021 - 06/20/2024
TM CAPITAL LLC (ATLANTA GA)
VA
04/01/2020 - 04/05/2021
PIPER SANDLER & CO. (Richmond VA)
VA
10/01/2018 - 04/14/2020
BB&T SECURITIES, LLC (RICHMOND VA)
GA
05/14/2012 - 10/09/2013
KURT SALMON CAPITAL ADVISORS, INC. (ATLANTA GA)
GA
02/14/2012 - 02/15/2012
CORTVIEW CAPITAL SECURITIES LLC (ATLANTA GA)
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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