Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spiegel is a financial professional with over 14 years of experience in the industry. Matthew currently works as a Registered Representative for CBRE Capital Advisors, Inc. Prior to joining CBRE, Matthew held positions at PJT Partners LP, Park Hill Group LLC, and Wells Fargo Securities, LLC. Matthew holds the Series 7, 63, 57, 79, and 99TO licenses, and is currently registered with the Financial Industry Regulatory Authority (FINRA) in New York.
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
12/12/2022 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
08/31/2020 - 06/13/2022
PJT PARTNERS LP (NEW YORK NY)
NY
08/20/2019 - 08/31/2020
PARK HILL GROUP LLC (NEW YORK NY)
DC
06/11/2015 - 11/07/2017
WELLS FARGO SECURITIES, LLC (WASHINGTON DC)
NJ
05/13/2008 - 06/10/2013
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 11/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 09/03/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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