Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Book is a registered representative with Capstone Partners and has been in the financial services industry since February 5, 2022. Matthew has a Series 63, Series 79TO, Series 82TO and SIE licenses. Matthew's firm is based in Boston, Massachusetts. Before joining Capstone Partners, Matthew worked at Carter Capital Corporation in Southport, Connecticut. Matthew is registered with the state of Massachusetts.
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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MA
07/05/2023 - Present
Capstone Partners (BOSTON MA)
CT
12/01/2021 - 04/28/2023
CARTER CAPITAL CORPORATION (SOUTHPORT CT)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/01/2021
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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