Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sinclair is a financial advisor with over 35 years of experience in the financial services industry. Matthew is currently registered with MML Investors Services, LLC. Previously, Matthew was associated with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Matthew holds licenses for Series 63, SIE, and Series 7 examinations. Matthew also has a state registration for New Jersey, New York, and Texas. Matthew provides a variety of services to clients, including financial planning, pension consulting, asset allocation programs, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/07/2017 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
07/21/1987 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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