Matthew Weinberg
Professional summary
Matthew Weinberg, who also goes by Matthew R Weinberg, Matthew Raymond Weinberg, is a registered financial professional currently at IEX SERVICES LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Weinberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2019 - Present
IEX SERVICES LLC
Office #1: 3 World Trade Center 175 Greenwich Street 58th Floor, New York, NY, 10007December 7, 2000 - January 7, 2020
SANFORD C. BERNSTEIN & CO., LLC
February 12, 1999 - December 7, 2000
SANFORD C. BERNSTEIN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/13/2019)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 5/11/1999
Limited Representative-Equity Trader ExamCboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
FINRA
Investors' Exchange LLC
Long-Term Stock Exchange, Inc.
MEMX LLC
MIAX PEARL, LLC
NYSE American LLC
NYSE Arca, Inc.
NYSE National, Inc.
NYSE Texas, Inc.
Nasdaq BX, Inc.
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
IEX SERVICES LLC
CRD#: 167872 / SEC#: , 8-69280
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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