Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gaer is a financial advisor with over 20 years of experience in the financial services industry. Matthew is currently registered with Aegis Capital Corp., and has held previous positions with Oppenheimer & Co. Inc., Ameriprise Financial Services, Inc., Carlin Equities Corp., Tamaron Investments, Inc., Bear, Stearns & Co. Inc., and L.C. Wegard & Co., Inc. Matthew is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Matthew's areas of specialization include individual and business portfolio management, financial planning, and investment management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/11/2022 - Present
Aegis Capital Corp. (NEW YORK NY)
FL
01/25/2013 - 11/09/2016
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
01/14/2011 - 02/01/2013
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
10/13/2003 - 01/19/2011
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
NY
05/15/2001 - 04/01/2003
CARLIN EQUITIES CORP. (NEW YORK NY)
NA
07/27/1993 - 12/23/1993
TAMARON INVESTMENTS, INC.
NA
03/09/1993 - 07/14/1993
BEAR, STEARNS & CO. INC.
NA
12/04/1992 - 12/19/1992
L.C. WEGARD & CO., INC.
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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