Unclaimed
Matthew Dineen Shea is a financial professional with a background in research and analysis. Matthew has worked in the industry for several years and has a strong understanding of the markets. Matthew is currently registered with Needham & Company, LLC, where he provides investment advice to clients. Prior to joining Needham, Matthew was employed at Piper Sandler & Co., where he gained experience in providing investment research and analysis.
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
1
2
MN
03/25/2022 - Present
Needham & Company, LLC (Minnetonka MN)
MN
09/10/2020 - 03/07/2022
PIPER SANDLER & CO. (MINNEAPOLIS MN)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/24/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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