Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Byrne is a financial advisor with UBS Financial Services Inc., with over 25 years of experience in the financial services industry. Matthew has held various roles at different firms including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, BMO CAPITAL MARKETS CORP., KGS-ALPHA CAPITAL MARKETS, L.P., HAPOALIM SECURITIES USA, INC., RYAN BECK & CO., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CANTOR FITZGERALD SECURITIES, and CANTOR FITZGERALD & CO. Matthew's experience spans multiple areas of financial advising, including portfolio management for individuals and businesses, financial planning, and pension consulting. Matthew holds FINRA Series 7, 63, 66, 24, 72, 79TO, and SIE licenses. Matthew is registered with FINRA and the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Wisconsin, and Wyoming.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
01/24/2020 - Present
UBS Financial Services Inc. (SHORT HILLS NJ)
NJ
12/12/2018 - 01/14/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FLORHAM PARK NJ)
NY
09/01/2018 - 12/13/2018
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
03/14/2016 - 09/01/2018
KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)
NY
06/07/2007 - 02/02/2016
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NJ
09/20/2000 - 06/26/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
12/01/1999 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/07/1997 - 06/25/1999
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
02/03/1997 - 06/25/1999
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
06/05/1995 - 02/03/1997
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
01/11/1995 - 02/03/1997
CANTOR FITZGERALD & CO. (NEW YORK NY)
BOTH
Issued 05/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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