Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Livingston is a financial advisor with over 25 years of experience in the industry. Matthew has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and has a strong track record of success in providing financial advice to individuals, families, and businesses. Prior to joining Merrill Lynch, Matthew worked at JANNEY MONTGOMERY SCOTT LLC, DEAN WITTER REYNOLDS INC., and OLDE DISCOUNT CORPORATION. Matthew holds Series 7, 10, 24, 52, and 66 licenses and is a licensed securities representative in New Jersey and Texas.
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.
1
2
NY
08/04/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
PA
01/22/2001 - 08/05/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
01/27/2000 - 01/23/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/01/1998 - 01/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/10/1996 - 09/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1996
Series 52 - Municipal Securities Representative 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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