Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael White is a financial professional with over 12 years of experience in the industry. Matthew is currently registered with Cbre Capital Advisors, Inc. and is licensed to provide investment advice in New York. Previously, Matthew was registered with SERA GLOBAL SECURITIES US LLC and MOELIS & COMPANY LLC. Matthew holds the Series 63, Series 7, Series 79, 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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2
NY
11/20/2023 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
01/19/2021 - 11/17/2023
SERA GLOBAL SECURITIES US LLC (NEW YORK NY)
NY
07/26/2011 - 01/20/2021
MOELIS & COMPANY LLC (NEW YORK NY)
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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