Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matson is an investment advisor representative with Apricity Financial, LLC. Kevin has over 20 years of experience in the financial services industry. Kevin specializes in providing financial planning and portfolio management services to individuals and families. Kevin has a Series 7, Series 3, Series 55, Series 63, Series 65, and Series 24 licenses. Kevin has been registered with the Securities and Exchange Commission (SEC) since 1994. Prior to joining Apricity Financial, LLC, Kevin worked at INTL FCStone Financial, Inc. and Instinet, LLC. Kevin is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
09/09/2024 - Present
Apricity Financial, LLC (MYSTIC CT)
NY
02/15/2018 - 03/06/2020
INTL FCSTONE FINANCIAL INC. (NEW YORK NY)
NY
06/01/2006 - 12/22/2017
INSTINET, LLC (NEW YORK NY)
NY
08/01/2000 - 06/01/2006
INSTINET, LLC (NEW YORK NY)
NY
11/07/1995 - 04/04/2002
LYNCH, JONES & RYAN, INC. (NEW YORK NY)
NY
07/20/2000 - 08/01/2000
INSTINET CORPORATION (NEW YORK NY)
NY
12/08/1994 - 07/18/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
07/14/1994 - 09/02/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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