Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rinaldi is a registered representative with Montec Securities LLC in New York, New York. Matthew has been in the securities industry since 2010. Prior to joining Montec Securities LLC, Matthew was a registered representative with Bank of America Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Exam (SIE). Matthew is registered with the state of 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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2
NY
04/27/2021 - Present
Montec Securities LLC (NEW YORK NY)
NY
05/10/2019 - 10/12/2020
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/11/2009 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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