Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McGuirk is a registered representative with Oppenheimer & Co. Inc. Matthew has been working in the financial services industry since September 11, 2014. Matthew is licensed to provide financial advice and sell securities in a number of states, including New York and Texas. Before joining Oppenheimer & Co. Inc., Matthew worked at Morgan Stanley. Matthew has a variety of experience in the financial services industry and is knowledgeable about a number of different investment products and services.
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
06/10/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
MA
07/29/2016 - 04/03/2020
MORGAN STANLEY (BOSTON MA)
PA
06/16/2001 - 09/23/2002
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
11/02/2000 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
12/07/1998 - 12/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/09/1998 - 12/09/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts 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
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