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Matthew James Marcewicz
CRD#: 4438982
IA
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CYPRESS STRATEGIESCRD#: 172113 8600 Technology Way
Suite 112
RENO, NV 89521
Suite 112
RENO, NV 89521
M HOLDINGS SECURITIES, INC.CRD#: 43285 9190 Double Diamond Parkway
Reno, NV 89521
Reno, NV 89521
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9/28/2015
Financial
Final
State Registrations
IA
California 6/5/2020
B
Nevada 2/3/2020
IA
Nevada 2/17/2016
SRO Registrations
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Registered with this firm since 1/7/2020
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Registered with this firm since 2/17/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/11/2014 - 10/01/2015 | RENO, NV | |
IA | 03/26/2009 - 02/14/2014 | RENO, NV | |
B | 01/27/2009 - 06/30/2011 | RENO, NV | |
IA | 05/03/2005 - 11/19/2008 | RENO, NV | |
B | 05/02/2005 - 11/19/2008 | RENO, NV | |
B | 10/18/2001 - 06/03/2003 | WEEHAWKEN, NJ |
RENO, NV
03/26/2009 - 02/14/2014
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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