Matthew Steinberg’s financial services practice focuses on five main areas: financial advice, education savings, life insurance, retirement and financial planning strategies. Matthew’s training enables him to assist clients with investments along with recommending both retirement and financial planning strategies for high net worth individuals. Through consistent effort and a reputation for outsta
nding service, he has built a solid base of satisfied clients. Before joining Oppenheimer & Co. in 1994, Matthew had a successful career with a major Wall Street firm. Matthew holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Exam (Series 65). He is also licensed as an agent for life and health insurance in the states of Pennsylvania and New Jersey. He has earned the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. Matthew graduated summa cm laude from The Pennsylvania State University with a bachelor’s degree in finance. I am licensed in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MD, MA, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TX, VT, VA. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
