Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thorne is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the industry for over 5 years and holds licenses in several states. His primary focus is on portfolio management for individuals and businesses. He has also worked with insurance companies, charitable organizations, and pension and profit-sharing plans. Matthew is committed to providing clients with comprehensive financial planning and investment advice. Prior to joining Merrill Lynch, Matthew worked at J.P. Morgan Securities LLC and Morgan Stanley.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
GA
06/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GAINESVILLE GA)
NY
06/01/2023 - 05/24/2024
MORGAN STANLEY (PURCHASE NY)
GA
11/19/2019 - 05/11/2023
J.P. MORGAN SECURITIES LLC (Atlanta GA)
IA
Issued 03/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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