Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Yates is a financial advisor with Tripletree, LLC, a firm based in Minneapolis, MN. Matthew's professional experience includes roles in investment banking. Matthew is licensed in Minnesota and New York, and holds the Series 63, Series 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
MN
12/03/2019 - Present
Tripletree, LLC (Minneapolis MN)
BC
Issued 05/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2019
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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