Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Horan is a financial professional with over 10 years of experience in the industry. Matthew currently works at Mischler Financial Group, Inc. in Boston, MA. Previously, he worked for Goldman, Sachs & Co. and Wells Fargo Securities, LLC. Matthew holds the Series 63, Series 7, Series 57, and SIE 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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MA
03/09/2017 - Present
Mischler Financial Group, Inc. (Boston MA)
NY
06/05/2013 - 11/18/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
02/26/2002 - 08/18/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
07/02/2001 - 01/24/2002
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
BC
Issued 06/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 57 - Securities Trader Exam
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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