Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Timpanelli is a registered representative with Wolfe Research Securities. Matthew has been in the securities industry since 2013. He has a Series 7 and Series 63 license and a Securities Industry Essentials (SIE) designation. Prior to joining Wolfe Research Securities, Matthew was employed by KLR GROUP, LLC and KeyBanc Capital Markets Inc. He is currently registered in 17 states.
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
02/04/2015 - Present
Wolfe Research Securities (New York NY)
NY
01/09/2014 - 12/15/2014
KLR GROUP, LLC (NEW YORK NY)
MA
04/04/2013 - 01/06/2014
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
BC
Issued 06/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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