Unclaimed
Matthew Gorgol is a financial advisor registered with Evercore Group LLC. Matthew has been in the industry since June 18, 2016 and has held positions at Deutsche Bank Securities Inc., Stephens, Raymond James & Associates, Inc. and UBS Financial Services Inc. Matthew has passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. Matthew is currently registered with the state of Alabama and has a total of 37 registered states for the Broker Check.
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
MA
05/13/2024 - Present
Evercore Group LLC (Boston MA)
MA
11/08/2023 - 05/20/2024
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
07/13/2021 - 08/25/2023
STEPHENS (BOSTON MA)
MA
01/29/2020 - 07/20/2021
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
AZ
04/06/2016 - 01/31/2020
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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