Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McGrory is a financial advisor registered with Piper Sandler & Co. in Dallas, Texas. Matthew's experience in the industry started in 2006 and includes previous roles with BMO Capital Markets GKST Inc., Cambridge Investment Research, Inc., Sunset Financial Services, Inc. and Securian Financial Services, Inc. Matthew holds FINRA Series 7, 52TO and SIE registrations and a Uniform Combined State Law Examination. Matthew is registered in 25 states including Texas, California, Georgia, Illinois, and New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
TX
10/10/2015 - Present
Piper Sandler & Co. (Dallas TX)
MN
05/13/2013 - 10/19/2015
BMO CAPITAL MARKETS GKST INC. (MINNEAPOLIS MN)
MO
06/18/2012 - 05/01/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT CHARLES MO)
MO
10/31/2011 - 06/19/2012
SUNSET FINANCIAL SERVICES, INC. (ST CHARLES MO)
MO
03/05/2010 - 11/17/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST CHARLES MO)
MO
09/22/2006 - 03/03/2010
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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