linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Richard Wesley

Jefferies LLC

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 Richard Wesley

Matthew Wesley is a financial professional with experience in the securities industry. Matthew has held positions with Guggenheim Securities, LLC, PJT Partners LP, and Park Hill Group LLC. Matthew currently works with Jefferies LLC, a firm with a strong reputation in the financial services industry. Matthew has earned the Series 7, 79, 63, and 24 securities licenses, demonstrating a commitment to professional development and adherence to industry standards. Matthew is registered in the state of Florida.

Firm Information

Matthew Wesley is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Wesley’s Registration & Firm History

FL

07/08/2021 - Present

Jefferies LLC (MIAMI FL)

NY

02/17/2021 - 07/13/2021

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

NY

04/01/2019 - 07/16/2020

PJT PARTNERS LP (NEW YORK NY)

NY

12/13/2018 - 07/16/2020

PARK HILL GROUP LLC (NEW YORK NY)

Not sure if Matthew Richard Wesley is right for you?

Licenses & Designations

BC

Issued 03/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2024

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew Richard Wesley.
Not sure if Matthew Richard Wesley is right for you?