Unclaimed
Mathew Raymond Etcheverry is a financial professional with over 10 years of experience in the financial services industry. Mathew has a broad range of experience in the financial services industry and is currently registered with Foreside Fund Services, LLC in Florida. Mathew has held previous positions at Goldman Sachs & Co. LLC in Utah. Mathew holds a Series 7, Series 24, Series 57TO and Series 63 license and is currently registered in Utah.
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
FL
07/08/2024 - Present
Foreside Fund Services, LLC (Fort Lauderdale FL)
UT
08/27/2012 - 05/15/2024
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
BC
Issued 01/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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