Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sekera is a financial advisor with KKR Capital Markets LLC, a firm that is active in the broker-dealer and investment advisor industry. Matthew has over 15 years of experience in the financial services industry. He is licensed to sell securities in all 50 states and the District of Columbia. Matthew holds the Series 7, Series 63, Series 65, and Series 24 licenses. He is also a registered representative of FINRA.
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
CA
04/29/2020 - Present
KKR Capital Markets LLC (SAN FRANCISCO CA)
CA
04/06/2015 - 03/30/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CT
03/21/2014 - 01/22/2015
AMG DISTRIBUTORS, INC. (STAMFORD CT)
CA
10/29/2012 - 03/03/2014
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC (SAN FRANCISCO CA)
NY
02/10/2009 - 10/12/2012
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
CT
05/11/2005 - 11/19/2008
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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