Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rovelli is a financial professional with over 20 years of experience in the industry. Matthew currently works at North Point Mergers And Acquisitions, Inc. in Houston, Texas. Matthew has held positions at Cowen and Company, Cowen Securities LLC, and Bear, Stearns & Co. Inc. Matthew holds the Series 7, Series 24, Series 63, 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.
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2
TX
08/15/2022 - Present
North Point Mergers AND Acquisitions, Inc. (Houston TX)
NY
05/08/2013 - 05/31/2022
COWEN AND COMPANY (NEW YORK NY)
NY
01/11/2007 - 05/30/2013
COWEN SECURITIES LLC (NEW YORK NY)
NY
11/26/2002 - 12/20/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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