Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Rold is a registered representative with Needham & Company, LLC. Matthew is registered in California, Massachusetts, and New York. He has been in the industry since 2012 and holds the Series 7, Series 86, Series 87, and SIE licenses. His current role at Needham & Company, LLC is as a Research Analyst, working out of the New York, NY office.
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.
Securities research
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.
Pursuant to csa agreements
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2
NY
10/05/2023 - Present
Needham & Company, LLC (NEW YORK NY)
MA
10/23/2012 - 06/08/2016
NEEDHAM & COMPANY, LLC (BOSTON MA)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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