Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marcolina is a financial advisor with Oppenheimer & Co. Inc. Matthew has been in the financial services industry since 2000 and has a broad range of experience. Matthew is registered in a number of states to provide investment advice and brokerage services. Matthew is also a Chartered Financial Consultant. Matthew's practice specializes in providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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
PA
07/16/2020 - Present
Oppenheimer & Co. Inc. (DOYLESTOWN PA)
PA
11/23/2005 - 03/30/2015
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
NY
07/24/2001 - 11/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
12/01/2000 - 07/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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