Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jones is a financial professional with over twenty years of experience in the industry. Matthew is currently registered with Dresner Investment Services, Inc. and holds Series 7, 24, and 63 licenses, as well as the SIE designation. Matthew has previously worked for a number of other firms including Oppenheimer & Co. Inc., CIBC World Markets Corp., SG Cowen Securities Corporation, Prudential Securities Incorporated, Legg Mason Wood Walker, Incorporated and Seslia Securities. Matthew is registered in California.
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
IL
06/02/2022 - Present
Dresner Investment Services, Inc. (CHICAGO IL)
CA
01/14/2008 - 11/26/2018
OPPENHEIMER & CO. INC. (EAST PALO ALTO CA)
CA
11/24/2003 - 01/14/2008
CIBC WORLD MARKETS CORP. (MENLO PARK CA)
NY
05/23/2003 - 07/11/2003
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
05/24/2001 - 03/18/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/06/2000 - 12/21/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MD
10/10/1996 - 08/28/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VI
09/25/1995 - 10/23/1996
SESLIA SECURITIES (ST THOMAS VI)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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