Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kogan is a registered representative with Finalis Securities LLC and is registered to conduct business in Illinois. Matthew has been in the securities industry since November 20, 2016. Matthew has passed the Series 63, SIE, and Series 79 exams. Prior to joining Finalis Securities LLC, Matthew was employed by Arlington Capital Services, LLC, William Blair, and BMO Capital Markets Corp.
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
03/14/2023 - Present
Finalis Securities LLC (New York NY)
AL
06/24/2022 - 02/24/2023
ARLINGTON CAPITAL SERVICES, LLC (Birmingham AL)
IL
04/13/2021 - 04/14/2022
WILLIAM BLAIR (CHICAGO IL)
IL
08/08/2016 - 03/25/2021
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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