Unclaimed
Matthew Courchesne is a financial advisor with Wilmington Capital Securities, LLC. Matthew has been in the financial industry since 2001. He has a wide range of experience with a focus on individuals and corporations. Matthew's background includes experience with National Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, Gunnallen Financial, Inc, J.P. Turner & Company, L.L.C., Ehrenkrantz King Nussbaum, Inc., and Weatherly Securities Corporation. Matthew holds Series 7, Series 63, Series 66, Series 24, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in numerous states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/04/2017 - Present
Wilmington Capital Securities, LLC (Westbury NY)
NY
09/01/2015 - 10/05/2017
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
12/22/2014 - 09/15/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH NY)
NY
08/04/2010 - 11/24/2014
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
05/24/2007 - 11/26/2008
AXA ADVISORS, LLC (UNIONDALE NY)
NY
10/11/2004 - 06/19/2007
GUNNALLEN FINANCIAL, INC (WESTBURY NY)
GA
10/23/2002 - 11/10/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
12/21/2001 - 11/11/2002
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
10/22/2001 - 12/21/2001
EHRENKRANTZ KING NUSSBAUM (NEW YORK NY)
NY
05/07/2001 - 10/22/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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