Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Delia is a financial advisor with over 20 years of experience in the industry. He currently works at Wedbush Securities Inc., a firm that manages over $5.7 billion in assets. Matthew Delia has experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. His specializations include financial planning, pension consulting, educational seminars, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/26/2023 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NY
10/25/2013 - 04/18/2023
STEPHENS (NEW YORK NY)
NY
07/12/2012 - 10/30/2013
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
07/30/2009 - 07/19/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/03/2005 - 07/09/2009
THINKEQUITY LLC (NEW YORK NY)
CA
10/23/2000 - 08/04/2005
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NJ
11/12/1999 - 11/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/11/1999
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
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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