Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Gilbert is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with XMS Capital Partners, LLC, a firm based in Boston. Matthew's background includes previous roles at Goldman, Sachs & Co., where he was registered from 2013 to 2016. Matthew is licensed to provide investment advice in Massachusetts and Illinois. He holds the Series 7, Series 66, Series 79, and SIE licenses, as well as a state license in Massachusetts. Matthew is committed to providing his clients with personalized financial advice and guidance.
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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MA
09/29/2016 - Present
XMS Capital Partners, LLC (Boston MA)
NY
08/26/2013 - 07/22/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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