Unclaimed
Matthew Connor Burns is a financial advisor based in Stamford, CT and is associated with The Bank Street Group LLC. Matthew has been active in the financial industry for several years and holds multiple licenses and registrations, including the Series 63, Series 79TO, and SIE exams. Prior to joining The Bank Street Group LLC, Matthew was previously with FIFTH THIRD SECURITIES, INC. in Charlotte, NC.
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
CT
05/09/2023 - Present
THE Bank Street Group LLC (STAMFORD CT)
NC
11/17/2020 - 04/08/2021
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 12/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Burns is the right advisor for you? Invested Better is here to help.