Unclaimed
Matthew Forelli is an investment banking professional with over two years of experience in the industry. Matthew holds the Series 79TO and SIE licenses and is registered with the state of New York. Matthew currently works at Cantor Fitzgerald & Co., a firm specializing in investment banking and brokerage services.
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
09/13/2021 - Present
Cantor Fitzgerald & Co. (NEW YORK NY)
BC
Issued 12/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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