Unclaimed
Matthew McDermott is a registered investment advisor representative with Blackrock Investment Management, LLC. Matthew has been in the industry since September 2017 and has a Series 63, Series 65, and Series 7 licenses. Matthew also holds the SIE exam. Matthew has been registered in 53 states and has a diverse range of experience, including working with state street global advisors funds distributors, llc. and State Street Bank and Trust. Matthew works with individuals, businesses, investment companies, pooled investment vehicles, and corporations.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/13/2019 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MA
09/20/2017 - 11/20/2019
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
IA
Issued 12/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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