linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Joseph McCloskey

I-Bankers Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Joseph McCloskey

Matthew McCloskey is a financial professional with over 20 years of experience in the industry. Currently, Matthew is associated with I-Bankers Securities, Inc., a firm based in Fairfield, CT. Matthew's experience includes roles at several notable firms, including Macquarie Capital (USA) Inc., GMP Securities, LLC, and CRT Capital Group LLC. Matthew holds a variety of licenses and certifications including Series 7, Series 24, Series 63, Series 65, and Series 79TO, demonstrating a commitment to staying current with industry standards and regulations. Matthew is registered in several states including California, Connecticut, Florida, Illinois, and New York, among others.

Firm Information

Matthew McCloskey is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew McCloskey’s Registration & Firm History

CT

02/21/2020 - Present

I-Bankers Securities, Inc. (Fairfield CT)

NY

02/09/2016 - 11/08/2019

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

CT

06/03/2014 - 12/14/2015

GMP SECURITIES, LLC (STAMFORD CT)

CT

02/17/2004 - 05/12/2014

CRT CAPITAL GROUP LLC (STAMFORD CT)

NY

06/21/2002 - 02/27/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

CT

03/01/2002 - 06/04/2002

ABN AMRO INCORPORATED (STAMFORD CT)

NY

04/30/2001 - 03/01/2002

ABN AMRO SECURITIES LLC (NEW YORK NY)

CT

02/02/2000 - 04/30/2001

ABN AMRO INCORPORATED (STAMFORD CT)

Not sure if Matthew Joseph McCloskey is right for you?

Licenses & Designations

BC

Issued 10/11/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/11/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2020

Series 24 - General Securities Principal Examination

BC

Issued 09/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph McCloskey.
Not sure if Matthew Joseph McCloskey is right for you?