Unclaimed
Matthew Merkel is a financial professional with experience in the investment banking industry. He is currently registered with Lincoln International LLC, a firm that offers a range of financial services. Previously, Matthew worked at Deutsche Bank Securities Inc., a firm known for its comprehensive financial services offerings. He holds a Series 63, SIE, and Series 79 license. Matthew is licensed to provide investment advice in California, Illinois, New York, and Texas.
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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CA
07/28/2017 - Present
Lincoln International LLC (LOS ANGELES CA)
NY
09/03/2015 - 07/19/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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