Unclaimed
Matthew Fleming is a financial advisor with Blackrock Investment Management, LLC. Matthew Fleming has been in the industry since 2019 and is licensed in Georgia and New Jersey. Matthew Fleming has worked at Lockton Investment Securities, LLC and Nationwide Fund Distributors LLC. Matthew Fleming holds the Series 66, Series 7TO and SIE licenses. Matthew Fleming is also a Chartered Financial Analyst.
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.
1
2
NJ
09/24/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
MO
04/06/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
OH
07/19/2019 - 03/17/2021
NATIONWIDE FUND DISTRIBUTORS LLC (Columbus OH)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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