Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Whelan Westfall is a securities professional with over 20 years of experience in the financial services industry. Matthew is a registered representative of Allen & Co. LLC, a firm that is not currently registered as an Investment Advisor. Matthew holds several securities licenses, including Series 7, 24, 55, 57TO, and 63. Matthew is also registered to sell securities in all 50 states, as well as Puerto Rico. Matthew has worked at Allen & Co. LLC since 2000.
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.
1
2
NY
01/31/2000 - Present
Allen & Co. LLC (NEW YORK NY)
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
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 02/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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