Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Craig Levy is a financial advisor who has been in the industry since November 1997. Matthew is currently registered with Arete Wealth Management, LLC and is licensed in California, Florida, Georgia, New Jersey, New Mexico and New York. Matthew previously worked at National Securities Corporation, Ladenburg Thalmann & Co. Inc. and Ladenburg Capital Management Inc.
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
07/26/2022 - Present
Arete Wealth Management, LLC (Melville NY)
NY
01/08/2021 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
11/20/2002 - 12/31/2020
LADENBURG THALMANN & CO. INC. (MELVILLE NY)
NY
11/05/1997 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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