Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Feldman is a financial advisor with Oppenheimer & Co. Inc. Matthew has been in the financial services industry since 2008. Previously, Matthew was a registered representative at UBS Securities LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Bear, Stearns & Co. Inc. Matthew is registered with the state of New York, as well as all other states.
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
NY
09/06/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/21/2021 - 05/23/2023
UBS SECURITIES LLC (NEW YORK NY)
NY
10/01/2008 - 06/04/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/21/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/16/2006 - 05/21/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/05/2001 - 11/12/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 09/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
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
Not sure Matthew Feldman is the right advisor for you? Invested Better is here to help.
