Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gandy is a financial advisor with Evercore Group LLC. Matthew has over 16 years of experience in the financial services industry and has held positions at several firms including Lexicon Partners (US) LLC, Qatalyst Partners LP, Barclays Capital Inc., and Lehman Brothers Inc. Matthew has passed the Series 7, Series 63, Series 24, SIE, and Series 79TO exams. Matthew is registered to offer investment advice and sell securities in 37 states and the District of Columbia.
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
08/25/2011 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/15/2009 - 09/19/2011
LEXICON PARTNERS (US) LLC (NEW YORK NY)
NY
11/19/2008 - 07/13/2009
QATALYST PARTNERS LP (NEW YORK NY)
NY
09/22/2008 - 10/23/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/14/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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