Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bertram Matthews is a financial professional with experience in investment banking. David holds the Series 63, Series 79TO and SIE licenses. David is currently registered with Jefferies LLC in Texas. David previously worked at LAZARD FRERES & CO. LLC in Minneapolis, Minnesota and LINCOLN INTERNATIONAL LLC in New York, New York.
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.
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.
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TX
09/09/2024 - Present
Jefferies LLC (DALLAS TX)
MN
01/30/2023 - 09/07/2024
LAZARD FRERES & CO. LLC (MINNEAPOLIS MN)
NY
08/02/2022 - 02/06/2023
LINCOLN INTERNATIONAL LLC (NEW YORK NY)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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