Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Raymond Forelli

Cantor Fitzgerald & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Raymond Forelli

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.

Firm Information

Matthew Forelli is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Forelli’s Registration & Firm History

NY

09/13/2021 - Present

Cantor Fitzgerald & Co. (NEW YORK NY)

Not sure if Matthew Raymond Forelli is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Raymond Forelli.
Not sure if Matthew Raymond Forelli is right for you?