Unclaimed
Matt Dezort is a registered representative with Needham & Company, LLC, based in New York, NY. Matt is a licensed Securities Agent, has passed the SIE and Series 87 exams, and has been in the industry since July 2021.
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.
Securities research
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.
Earned based on transactions or products sold.
Pursuant to csa agreements
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NY
07/12/2021 - Present
Needham & Company, LLC (NEW YORK NY)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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