Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lyons is a financial professional with over 4 years of experience in the industry. Matthew is currently a registered representative with Piper Sandler & Co. Prior to joining Piper Sandler, Matthew was employed at Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC. Matthew holds a Series 63, Series 79, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/30/2022 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
05/21/2021 - 09/16/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/21/2018 - 04/14/2021
WELLS FARGO SECURITIES, LLC (New York NY)
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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