Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gerard is a limited representative with Capella Securities LLC, focused on the private securities offerings space. Matthew began his career in the financial services industry on August 28, 2023, and passed the Series 82TO (Limited Representative-Private Securities Offerings) and SIE (Securities Industry Essentials Examination) exams.
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.
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NY
09/26/2023 - Present
Capella Securities LLC (New York NY)
BC
Issued 09/26/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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