Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marshall is a registered investment advisor representative at Neuberger Berman BD LLC. Matthew has been in the securities industry for over 7 years. Matthew is registered with the state of New Jersey and New York. Matthew has passed the Series 63, 66, 7, 79, and SIE exams. Matthew previously worked at J.P. MORGAN SECURITIES LLC and INTL FCSTONE SECURITIES INC.
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.
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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.
A percentage of the total value of assets under management is charged.
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2
NY
03/25/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
03/17/2014 - 08/24/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/01/2013 - 03/14/2014
INTL FCSTONE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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