Unclaimed
Matthew Agresti is a financial professional with over 7 years of experience in the securities industry. Matthew is currently registered with Mizuho Securities USA LLC, a broker-dealer and investment advisor. Previously, Matthew was registered with Deutsche Bank Securities Inc., a broker-dealer and investment advisor. Matthew holds the Series 7, Series 52, Series 63, and SIE licenses and has a strong track record of success in the financial services industry.
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
10/29/2019 - Present
Mizuho Securities USA LLC (NEW YORK NY)
NY
08/31/2016 - 05/15/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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