Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel Evans is a financial professional with over 4 years of experience in the industry. Matthew is currently registered with Forge Securities LLC, a firm with an active Broker-Dealer (BD) scope and is not in scope for Investment Advisor (IA) regulation. Matthew's career in finance began at UBS Financial Services Inc., where Matthew held a registration with both BD and IA scopes. Prior to joining Forge Securities LLC, Matthew was last registered with UBS Financial Services Inc. in April of 2022. Matthew holds a Series 66, Series 7 and SIE license. Matthew is registered in 53 states as a Broker-Dealer.
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.
1
2
NY
04/26/2022 - Present
Forge Securities LLC (NEW YORK NY)
NC
08/28/2018 - 04/11/2022
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 10/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Evans is the right advisor for you? Invested Better is here to help.
