Unclaimed
Evan Matlin is a financial professional with over 15 years of experience in the industry. Evan is currently registered with MTS Securities, LLC and is licensed to provide securities-related services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Evan has held previous positions at Barclays Capital Inc., Deutsche Bank Securities Inc., and Lazard Frères & Co. LLC. Evan holds the Series 7, Series 63, Series 79TO and SIE licenses.
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.
1
2
NY
06/18/2024 - Present
MTS Securities, LLC (NEW YORK NY)
NY
05/26/2016 - 06/26/2024
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/16/2013 - 05/26/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/26/2008 - 08/13/2013
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 10/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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