Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bertolatus is a registered representative with Houlihan Lokey Capital, Inc. in Minneapolis, MN. Matthew has been in the industry since August 2015. He has passed the Series 63, SIE and Series 79 exams.
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
MN
08/10/2015 - Present
Houlihan Lokey Capital, Inc. (MINNEAPOLIS MN)
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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