Unclaimed
Matthew Larson is a Financial Advisor with Jefferies LLC. Matthew has been in the financial services industry for over 30 years. His experience includes prior roles with Barclays Capital Inc, Goldman, Sachs & Co., American Express Financial Advisors Inc and IDS Life Insurance Company. Matthew holds the Series 7, Series 27, Series 63, Series 65, Series 99 and SIE licenses.
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
08/27/2020 - Present
Jefferies LLC (NEW YORK NY)
NY
07/08/2014 - 09/18/2020
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/26/2012 - 07/02/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
MN
05/10/1995 - 11/09/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/1995 - 11/09/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2012
Series 99 - Operations Professional Examination
BC
Issued 05/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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
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