Unclaimed
Matthew Blair Greer is a financial advisor with over 17 years of experience in the industry. Currently, Matthew Greer is registered with Lion Street Financial, LLC. He is licensed to conduct business in Louisiana and Texas. Matthew Greer holds the Series 6, Series 63 and SIE licenses. Prior to his current role, Matthew Greer was employed by PRUCO SECURITIES, LLC. and SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.
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
12/17/2019 - Present
Lion Street Financial, LLC (AUSTIN TX)
LA
05/05/2003 - 02/05/2018
PRUCO SECURITIES, LLC. (SHREVEPORT LA)
MS
06/24/2002 - 01/30/2003
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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