Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Groff is a financial advisor at Morgan Stanley. Matthew is a highly experienced professional with over 20 years in the financial services industry. Matthew has a strong track record of providing financial advice to individuals, families, businesses, and institutions. He has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Matthew is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). He holds the Series 7, 31, and 66 licenses. Matthew is also registered in 30 states and has a strong track record of providing financial advice to clients in a variety of locations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
PA
08/25/2023 - Present
Morgan Stanley (Camp Hill PA)
PA
07/19/2011 - 08/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
PA
03/19/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
NY
11/02/2000 - 03/22/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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