Unclaimed
Matthew Robert Odonnell is a financial advisor at Rothschild & Co. US Inc. in Boston, Massachusetts. Matthew has been in the financial services industry since October 2012 and holds the Series 63, Series 79, and SIE licenses. He has been registered in Massachusetts, Minnesota, and New York. Matthew previously worked at Piper Sandler & Co. and Lazard Middle Market 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.
1
2
MA
08/17/2023 - Present
Rothschild & Co. US Inc. (Boston MA)
MN
07/27/2015 - 05/09/2023
PIPER SANDLER & CO. (MINNEAPOLIS MN)
MN
07/17/2012 - 07/27/2015
LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)
BC
Issued 10/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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