Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Sumner Loucks is a securities professional with over two decades of experience in the financial services industry. Mathew is a Registered Representative and holds multiple licenses and designations, including Series 7, Series 9, Series 10, and Series 63. Mathew is currently registered with Fidelity Brokerage Services LLC.
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.
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.
1
2
TX
09/26/2000 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Mathew Loucks is the right advisor for you? Invested Better is here to help.
