Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Graser is a Senior Vice President and Investment Advisor Representative at Alliant Retirement Consulting. Matthew has been in the financial industry since 2014 and has experience in investment advisory services, retirement plans, and insurance. Matthew is also a Managing Member of Nutrition Direct LLC, an online liquid protein company. Matthew is registered with the state of New York as an Investment Advisor Representative and has passed the Series 66, Series 7, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
Asset-based fees on pension plans under advisement
1
2
NY
06/12/2023 - Present
Alliant Retirement Consulting (New York City NY)
NY
08/06/2020 - 01/03/2023
SPIRE SECURITIES, LLC (Woodbury NY)
NY
06/14/2018 - 08/23/2018
MKM PARTNERS LLC (NEW YORK NY)
BOTH
Issued 06/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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