Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Davis is a financial professional with over 20 years of experience in the securities industry. Matthew Davis is currently registered with Boston Partners Securities, LLC, and is a Series 27, SIE and Series 99TO licensed professional. Matthew Davis has previously been employed by Lazard Freres & Co. LLC and Boston Partners Securities, 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.
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2
MA
09/28/2020 - Present
Boston Partners Securities, LLC (BOSTON MA)
NY
06/13/2005 - 09/08/2020
BOSTON PARTNERS SECURITIES, L.L.C. (NEW YORK NY)
NY
05/27/2002 - 06/13/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 05/22/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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