Unclaimed
Matthew Torpey is a financial advisor who has been working in the industry since May 28, 2024. Matthew is currently registered with Evercore Group LLC and is licensed to sell securities in 37 states. Matthew has passed the Series 79TO, SIE, and Series 63 exams.
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
NY
05/29/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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