Unclaimed
Matias Mirvois is a registered Investment Advisor Representative with Sowell Management. Matias has been working in the financial industry for over 16 years. Matias is also a partner of Eagle Eye Advisors, LLC. Matias has experience in various areas of finance including portfolio management for individuals and selection of other advisors. Matias holds the Series 3, 7, 7TO, 63, and 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
10/12/2022 - Present
Sowell Management (NORTH LITTLE ROCK AR)
NY
05/25/2018 - 09/03/2020
XP INVESTMENTS US, LLC (New York NY)
NJ
06/01/2011 - 09/12/2017
ICAP CORPORATES LLC (JERSEY CITY NJ)
NY
01/24/2011 - 06/02/2011
BTG PACTUAL US CAPITAL CORP. (NEW YORK NY)
NY
09/22/2009 - 10/13/2009
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
02/06/2008 - 05/27/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/23/2006 - 01/18/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/15/2005 - 04/27/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 10/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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