Matthew Mehr
Stockbroker Trainee
Hire this person
Send a job offer directly to this candidate
About
Operate in a high-pressure, performance-driven environment that emphasizes client acquisition, sales discipline, and effective communication. After work hours, actively studying for the Series 7 and Series 66 licenses to advance within the brokerage industry.
Experience
Stockbroker Trainee - Morgan Wilshire Securities - Garden City, NY
(2025-03)
Operate in a high-pressure, performance-driven environment that emphasizes client acquisition, sales discipline, and effective communication. After work hours, actively studying for the Series 7 and Series 66 licenses to advance within the brokerage industry.
- Make 400–600 cold calls per day to identify and qualify prospective clients, generating high-quality leads for senior brokers to convert into funded accounts.
Broker - National Financial Network - Garden City, NY
(2024-12 - 2025-03)
Specialized in helping individuals, families, and businesses achieve their financial goals through tailored financial strategies. Focus on comprehensive financial planning and wealth management to secure the financial future. Role involves collaborating with clients to understand their unique needs and provide guidance to help navigate complex financial decisions.
Education
Bachelors of Science - Finance & Economics - State University of New York at Plattsburgh (2020-01 - 2024-05)
