Unclaimed
Matthew Biegler is a financial professional with experience in the industry since 2016. Matthew is currently registered with Oppenheimer & Co. Inc. in New York, NY. Matthew has previously been registered with ROTH CAPITAL PARTNERS, LLC and H.C.WAINWRIGHT & CO., LLC. Matthew holds the Series 63, Series 87, Series 86, Series 7 and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/26/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/19/2016 - 05/05/2017
ROTH CAPITAL PARTNERS, LLC (NEW YORK NY)
NY
01/21/2016 - 05/31/2016
H.C.WAINWRIGHT & CO., LLC (NEW YORK NY)
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/16/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Biegler is the right advisor for you? Invested Better is here to help.