Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dolan is a financial professional licensed in multiple states, including New York, California, New Hampshire and Vermont. Matthew currently works at J.p. Morgan Securities LLC and is registered as a Registered Representative. Matthew has been active in the industry since 2023. Matthew focuses on offering advisory services to individuals, businesses and high-net-worth clients, as well as pension consulting and selecting other advisers.
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
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NY
01/09/2025 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 07/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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