Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Calitri is a registered representative with Needham & Company, LLC. Matthew is a Series 86, 87, and 63 licensed professional. Matthew has been in the securities industry since 2022. He has a background in securities research.
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.
Securities research
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
Pursuant to csa agreements
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MA
07/14/2022 - Present
Needham & Company, LLC (BOSTON MA)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/12/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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