Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cox is a financial professional with over 8 years of experience in the industry. He is currently registered with Pei Global Partners LLC in Tampa, FL. Prior to his current role, Matthew worked at Greenwich Capital Partners, LLC in Greenwich, CT and Pickwick Capital Partners, LLC in White Plains, NY. Matthew holds Series 63, SIE, and Series 79 licenses and is registered in South Carolina.
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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2
FL
04/22/2024 - Present
PEI Global Partners LLC (TAMPA FL)
CT
10/25/2021 - 04/15/2024
GREENWICH CAPITAL PARTNERS, LLC (GREENWICH CT)
NY
03/30/2017 - 10/26/2021
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
NY
06/04/2015 - 08/26/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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