Unclaimed
Matthew Curley is a registered representative with J.p. Morgan Securities LLC. Matthew has been in the securities industry since November 25, 2016. He has passed the Series 63, Series 66, Series 7 and the SIE exams. Matthew is licensed to sell securities in 43 states and the District of Columbia. Matthew is also an Investment Advisor Representative with J.p. Morgan Securities LLC. Matthew is registered to provide investment advisory services in New York, New Jersey and Texas. Matthew was previously employed at Northwestern Mutual Investment Services, LLC. Matthew holds a license to sell securities and provide investment advisory services in a variety of financial products. Matthew's specializations include retirement planning, college planning, estate planning and insurance planning.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/06/2017 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/28/2016 - 04/10/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Curley is the right advisor for you? Invested Better is here to help.