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Matthew K
Series 63, Series 65
Friday Harbor, WA
Oppenheimer
Matthew Kochel is a financial advisor at Oppenheimer with 28 years of industry experience. He has held roles at Oppenheimer since 2001, including a prior position at Oppenheimer Asset Management Inc. from 2003 to 2007, and worked at CIBC World Markets Corp. from 1998 to 2003. He holds Series 63 and Series 65 credentials and is based in Friday Harbor, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.
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