Unclaimed
Matthew Schechter is a financial advisor with Pickwick Capital Partners, LLC. Matthew has over 20 years of experience in the financial services industry. He is a registered representative with FINRA and holds Series 3, 7, 8, 63, and 82TO licenses. Matthew has worked with clients in various states and has a strong track record of providing investment advice. He is dedicated to helping clients reach their financial goals.
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.
1
2
NY
01/21/2021 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NY
05/19/2009 - 08/03/2009
BRISTOL INVESTMENT GROUP, INC. (NEW YORK NY)
NY
06/14/2002 - 06/04/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/23/1997 - 06/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
12/23/1992 - 07/30/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/21/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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