Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Margolin is a financial professional with over six years of experience in the industry. Matthew is currently registered with Goldman Sachs & Co. LLC, a leading investment bank and financial services firm. Prior to joining Goldman Sachs, Matthew held positions at Barclays Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew specializes in a wide range of financial services including investments, securities, and investment banking.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
CA
10/13/2021 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
05/07/2018 - 07/15/2021
BARCLAYS CAPITAL INC. (MENLO PARK CA)
CA
09/26/2015 - 04/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 10/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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