Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Aaron Phillips is a registered representative with City Capital Advisors, LLC and has been in the securities industry since 2001. He holds Series 7, 79TO and SIE licenses.
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.
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2
IL
03/28/2011 - Present
City Capital Advisors, LLC (CHICAGO IL)
IL
06/29/2005 - 04/13/2011
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
08/25/2004 - 04/13/2005
HOULIHAN, LOKEY, HOWARD & ZUKIN CAPITAL (LOS ANGELES CA)
IL
02/27/2001 - 05/24/2004
KPMG CORPORATE FINANCE LLC (CHICAGO IL)
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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