Unclaimed
Matthew Wright is an active investment banking professional with a strong focus on the financial services industry. Matthew has been in the industry since August 4th, 2024. Matthew is currently registered with Evercore Group LLC. Matthew holds a Series 63 license, which allows him to act as a broker-dealer and sell securities in various states. He also holds the Series 79TO license, which designates Matthew as a qualified Investment Banking Registered Representative. Matthew's extensive experience and knowledge in the industry position him to offer valuable insights and services to clients.
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
08/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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