Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew T. Kulekofsky is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with J.P. Morgan Securities LLC. Previously, Matthew was with Miller Tabak Roberts Securities, LLC, Banc of America Securities LLC, Bear, Stearns & Co. Inc. and Morgan Stanley & Co., Incorporated. Matthew specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, corporations, and high-net-worth clients.
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
09/17/2009 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/01/2009 - 09/10/2009
MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)
NY
06/17/2003 - 04/22/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/10/2002 - 02/27/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/07/2000 - 10/13/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/07/2000 - 10/13/2000
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
NY
07/13/1998 - 07/31/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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