Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alfrey is a financial advisor with Keybanc Capital Markets Inc. Matthew has been in the securities industry for over 20 years and is registered with the Financial Industry Regulatory Authority (FINRA). Matthew is licensed in 52 states and holds Series 7, 55, 63 and SIE licenses. Matthew previously worked with Pacific Crest Securities 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.
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2
OR
04/13/2015 - Present
Keybanc Capital Markets Inc. (PORTLAND OR)
OR
12/20/2000 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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