Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Veatch is a financial advisor with over 23 years of experience in the industry. He is currently registered with Lion Street Financial, LLC and has held previous positions with Pacific Select Distributors, LLC, NFP Advisor Services, LLC, Mutual Service Corporation, and MML Investors Services, Inc. Matthew is licensed to provide investment advice in Colorado, Kansas, Pennsylvania and Texas. He holds a Series 6 and Series 63 license.
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
TX
09/15/2023 - Present
Lion Street Financial, LLC (AUSTIN TX)
CA
06/25/2020 - 05/12/2023
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
KS
11/05/2001 - 06/19/2015
NFP ADVISOR SERVICES, LLC (OVERLAND PARK KS)
MA
06/23/1999 - 11/06/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
12/19/1994 - 06/23/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 07/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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