Unclaimed
Matthew Haberlach is a financial professional with over 2 years of experience in the financial industry. He is currently registered with Evercore Group LLC as an Investment Banking Registered Representative. Matthew is also licensed to sell securities in 37 states and the District of Columbia. Previously, Matthew worked at Amerivet Securities, Inc. and Evercore Group 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
08/22/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/29/2022 - 08/22/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/21/2021 - 01/26/2022
AMERIVET SECURITIES, INC. (NEW YORK NY)
BC
Issued 02/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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