Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. in Westbury, New York. Matthew has been in the industry since 1994 and has experience with a variety of financial services, including financial planning, portfolio management, and insurance. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds several licenses, including the Series 7, 24, 63, 65, and SIE. Matthew is also registered with the state of New York, and holds several designations. Matthew has been a financial advisor for over 28 years and has a strong reputation for providing personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/31/2023 - Present
B. Riley Wealth Advisors, Inc. (WESTBURY NY)
NY
03/06/2009 - 07/22/2022
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
02/17/2006 - 04/06/2009
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
01/02/2002 - 02/21/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/11/1997 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
NY
04/08/1996 - 12/03/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
05/18/1994 - 04/18/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 11/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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