Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dagher is a financial professional with over 30 years of experience in the industry. Matthew is currently registered with Hilltop Securities Inc. and has been with the firm since January 2016. Previous firms Matthew has been registered with include First Southwest Company, LLC, Piper Jaffray & Co., SAMCO Capital Markets, Inc., and Penson Financial Services, Inc.. Matthew is a Series 7 and Series 63 licensed professional and holds the Series 53 Principal exam. Matthew is also a Series SIE licensed professional. Matthew is registered to provide investment advice in 53 states. Matthew's specialties include Retirement Planning, Mutual Funds, Fixed Annuities, Variable Annuities, and 529 Plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
MA
01/22/2016 - Present
Hilltop Securities Inc. (BOSTON MA)
MA
08/31/2009 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (BOSTON MA)
MA
10/10/2006 - 02/12/2009
PIPER JAFFRAY & CO. (BOSTON MA)
MA
10/17/2005 - 09/29/2006
SAMCO CAPITAL MARKETS, INC. (BOSTON MA)
MA
03/07/2005 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (BOSTON MA)
NY
03/02/1998 - 03/18/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
11/14/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IL
08/31/1992 - 11/14/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NJ
06/25/1991 - 07/24/1992
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
06/21/1989 - 06/17/1991
E.A. MOOS & CO. L.P. (SUMMIT NJ)
NA
05/20/1986 - 06/28/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 07/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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