Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Weitz is a financial professional with over 20 years of experience in the securities industry. Matthew is currently registered with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Matthew was registered with Nomura Securities International, Inc., Deutsche Bank Securities Inc. and CIBC World Markets Corp. Matthew holds licenses in Series 4, 7, 10, 24, 55, 57TO, 63 and SIE. Matthew is registered with the state securities regulators in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/25/2013 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/17/2010 - 02/22/2013
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
08/29/2006 - 05/25/2010
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/09/2001 - 08/14/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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