Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Geller is a financial advisor with Pickwick Capital Partners, LLC. Matthew has been in the securities industry since 1994. He is registered with FINRA and is licensed in California and New York. Matthew has passed several industry exams including Series 7, 24, 63, 79TO, 86, and 87. He was previously employed at Rodman & Renshaw, LLC, CIBC World Markets Corp., and H.J. Meyers & Co., Inc.
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
NY
09/10/2018 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NY
06/16/2008 - 08/28/2018
FINANCIAL WEST GROUP (New York NY)
NY
02/13/2006 - 03/25/2008
RODMAN & RENSHAW, LLC (NEW YORK NY)
NY
05/26/1994 - 11/17/2005
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
07/13/1993 - 05/31/1994
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 07/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 24 - General Securities Principal 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 10/11/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/24/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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