Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Berry Robertson is a financial advisor with Harris Williams, a firm that specializes in investment banking. Matthew has been in the industry since 2017. Matthew is registered with the state of Virginia and holds a Series 63, Series 7, Series 79TO, Series 55, Series 3, Series 57TO and SIE license. Matthew previously worked with Morgan Stanley & Co. LLC in New York, 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
VA
07/22/2024 - Present
Harris Williams (RICHMOND VA)
NY
08/05/2014 - 03/17/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 02/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/01/2024
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/21/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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