Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jacoby is a financial advisor with Solebury Capital LLC. Matthew has been in the financial industry since May 15, 2010. He is registered with FINRA and has passed the Series 7, 24, 63, 79TO, and SIE exams. Matthew is also a registered representative in New York and Pennsylvania. Before joining Solebury Capital, Matthew worked at J.P. Morgan Securities LLC and PNC Capital Markets LLC.
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
07/10/2018 - Present
Solebury Capital LLC (NEW YORK NY)
NY
07/10/2018 - 01/02/2019
TROUT CAPITAL LLC (NEW YORK NY)
NY
11/13/2014 - 06/08/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
PA
01/12/2010 - 08/11/2014
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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