Unclaimed
Matthew John O'Donnell is a registered representative of Baron Capital, Inc., a broker-dealer firm that is not registered as an investment advisor. Matthew's career in the securities industry began on June 5, 2004. Matthew has passed the Series 63, Series 7 and Series 22 examinations.
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
05/04/2018 - Present
Baron Capital, Inc. (NEW YORK NY)
NY
12/13/2016 - 04/16/2018
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
NY
05/02/2011 - 11/28/2016
CAREY FINANCIAL, LLC (NEW YORK NY)
CA
02/01/2011 - 05/02/2011
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
05/05/2004 - 05/02/2011
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2004
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew O'Donnell is the right advisor for you? Invested Better is here to help.