Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sean Sherman is a financial advisor with over 25 years of experience. Matthew currently works at Private Advisor Group, LLC, a firm with over 700 investment advisor representatives and 129,000 clients. Matthew has held several previous positions with firms such as Lincoln Financial Securities Corporation and Securities America, Inc. Matthew is licensed in multiple states including New York, Texas, Colorado, and Michigan. In addition to his work with Private Advisor Group, LLC, Matthew also operates his own business under the name ShermanInvest.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/30/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TX
11/15/2007 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ARLINGTON TX)
TX
12/01/2004 - 11/28/2007
SECURITIES AMERICA, INC. (ARLINGTON TX)
AZ
09/01/2004 - 12/18/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
12/13/2002 - 09/02/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
OH
02/17/2000 - 12/19/2002
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
NJ
01/26/1999 - 01/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
DE
07/31/1997 - 12/07/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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