Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stack is a financial advisor based in New York, NY. Matthew has been working in the financial industry since 2022. Matthew currently works for J.p. Morgan Securities LLC as a registered representative. Matthew previously worked for ALEXANDER CAPITAL, L.P. and PAULSON INVESTMENT COMPANY LLC. Matthew is registered with the following states: Connecticut, New Jersey, New York, and Texas. Matthew has passed the Series 63, Series 7TO, and SIE exams. Matthew specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, insurance companies, charitable organizations, and labor unions.
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
NY
06/12/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
02/16/2023 - 05/19/2023
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
NY
08/23/2022 - 02/14/2023
PAULSON INVESTMENT COMPANY LLC (NEW YORK NY)
BC
Issued 09/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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