Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kirsch is a financial professional with over 20 years of experience in the financial services industry. Matthew is currently a Registered Representative at Bofa Securities, Inc. in New York, NY, where he has been employed since May 2019. Prior to that, Matthew was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Princeridge Group LLC, UBS Securities LLC and UBS Global Asset Management (US) Inc. Matthew holds the Series 7, Series 24, Series 63, Series 79TO and SIE licenses. He is registered with the state of New York.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
06/20/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/23/2009 - 05/04/2012
THE PRINCERIDGE GROUP LLC (NEW YORK NY)
NY
07/09/2007 - 02/19/2008
UBS SECURITIES LLC (NEW YORK NY)
NY
07/21/2006 - 07/11/2007
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
03/31/2000 - 06/06/2006
UBS SECURITIES LLC (NEW YORK NY)
NY
12/15/1998 - 03/29/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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