Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Delao is a financial advisor currently registered with Kroll Securities LLC. Matthew has over 23 years of experience in the financial industry and has held various positions at firms such as SEABROOK PARTNERS LLC, COLORADO FINANCIAL SERVICE CORPORATION, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., CLARIS ADVISORS LLC, SG COWEN SECURITIES CORPORATION, and PRUDENTIAL SECURITIES INCORPORATED. Matthew has a strong background in investment banking and has passed several industry exams including the Series 7, Series 24, Series 63, Series 79TO, Series 99TO, and the SIE. Matthew is currently registered in California, District of Columbia, and New York.
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
DC
04/07/2023 - Present
Kroll Securities LLC (Washington DC DC)
VA
12/21/2011 - 04/02/2023
SEABROOK PARTNERS LLC (McLean VA)
MD
01/06/2011 - 12/21/2011
COLORADO FINANCIAL SERVICE CORPORATION (BETHEDSDA MD)
NY
06/01/2009 - 01/18/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
DC
02/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
VA
11/17/2003 - 01/03/2006
CLARIS ADVISORS LLC (VIENNA VA)
NY
04/06/2000 - 02/15/2002
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
11/18/1998 - 04/04/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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