Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sanchez is a financial advisor with J.P. Morgan Securities LLC, located in Santa Ana, CA. Matthew has been in the industry since March 2011 and holds both Series 7 and Series 66 licenses. Matthew previously worked at Merrill Lynch and AXA Advisors. His experience and expertise allows him to provide financial planning and portfolio management services to a range of clients, including individuals, corporations, and retirement plans. Matthew is registered with the following states: Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Michigan, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/20/2016 - Present
J.p. Morgan Securities LLC (SANTA ANA CA)
CA
03/16/2012 - 04/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDONDO BEACH CA)
CA
02/23/2011 - 02/23/2012
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 03/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Sanchez is the right advisor for you? Invested Better is here to help.
