Unclaimed
Matthew Charles Taylor is a financial advisor with Jefferies LLC. Matthew has over 15 years of experience in the industry. Prior to joining Jefferies LLC, Matthew worked at UBS Securities LLC, Barclays Capital Inc., BMO Capital Markets Corp., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Matthew is registered in 53 states and has a Series 7, Series 24, Series 63, SIE, Series 86, and Series 87 license. Matthew is committed to providing his clients with the highest level of service and expertise.
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
FL
07/05/2022 - Present
Jefferies LLC (MIAMI FL)
NY
05/23/2018 - 07/07/2022
UBS SECURITIES LLC (NEW YORK NY)
NY
09/24/2009 - 06/06/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/11/2007 - 09/16/2009
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
04/02/2007 - 06/20/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
02/19/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/09/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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