Unclaimed
Matthew Hanratty is a financial advisor with Equitable Advisors, LLC. Matthew has been in the financial services industry since February 20, 1996. Matthew is licensed in California, Florida, Nevada, New Jersey, New York and Texas and has both Series 7 and Series 63 licenses as well as other securities licenses. Matthew previously worked with Topeka Capital Markets Inc., M.R. Beal & Company, Magna, Kepler Capital Markets, Inc., Julius Baer Securities Inc., HSBC Securities, Inc., James Capel Incorporated, and M.S. Farrell & Company, Inc.. Matthew has a wide range of experience in the financial industry and can help you with a variety of your financial needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/16/2022 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
04/12/2011 - 07/18/2012
TOPEKA CAPITAL MARKETS INC. (NEW YORK NY)
NY
03/18/2010 - 01/05/2011
M. R. BEAL & COMPANY (NEW YORK NY)
NY
01/06/2009 - 02/11/2010
MAGNA (NEW YORK CITY NY)
NY
06/07/2006 - 11/26/2008
KEPLER CAPITAL MARKETS, INC. (NEW YORK NY)
NY
11/08/1999 - 06/12/2006
JULIUS BAER SECURITIES INC. (NEW YORK NY)
NY
01/01/1996 - 06/09/1999
HSBC SECURITIES, INC. (NEW YORK CITY NY)
NA
03/15/1994 - 01/01/1996
JAMES CAPEL INCORPORATED
NY
05/15/1992 - 06/24/1992
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
IA
Issued 12/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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