Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lewis is a financial advisor with over 25 years of experience in the industry. He has a strong background in capital markets, having worked at Goldman, Sachs & Co., Lehman Brothers Inc., and Swiss Re Capital Markets Corporation. Matthew is currently a registered representative with Newoak Capital Markets LLC. Matthew is licensed in New York, New Jersey, and California. He holds the Series 7, Series 63 and SIE licenses.
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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NY
01/29/2014 - Present
Newoak Capital Markets LLC (NEW YORK NY)
NY
07/20/2007 - 04/03/2012
SWISS RE CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
07/16/1996 - 03/19/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/02/1993 - 05/15/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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