Unclaimed
Matthew McVay is a financial advisor with Samuel A. Ramirez & Company, Inc. based in NEW YORK, NY. Matthew is a Series 7 and Series 63 licensed professional. Matthew has over 10 years of experience in the financial services industry and holds a SIE license. Matthew previously worked at J.P. MORGAN SECURITIES LLC, SAMUEL A RAMIREZ & CO., INC., and UBS SECURITIES LLC.
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
02/23/2016 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
09/04/2014 - 02/16/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/17/2011 - 09/08/2014
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
NY
02/03/2010 - 09/13/2011
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 12/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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