Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Matson is a financial professional with over 19 years of experience in the securities industry. Michael has been registered with Needham & Company, LLC since June 24, 2013. Prior to joining Needham & Company, LLC, Michael worked at MIZUHO SECURITIES USA INC. and WELLS FARGO SECURITIES, LLC. Michael holds the Series 7, Series 24, Series 63, Series 86, and Series 87 licenses and the SIE designation. Michael is licensed in California, Massachusetts and New York.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MA
06/24/2013 - Present
Needham & Company, LLC (BOSTON MA)
NY
12/21/2010 - 06/25/2013
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NY
09/20/2004 - 09/30/2010
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
BC
Issued 11/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/04/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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