Unclaimed
Matthew Dale Gillmor is a financial advisor with Keybanc Capital Markets Inc. Matthew has over 12 years of experience in the financial services industry. He is registered to provide investment advice in Tennessee, Ohio and New York. Matthew holds Series 7, Series 63, Series 86, and Series 87 licenses.
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
TN
07/05/2024 - Present
Keybanc Capital Markets Inc. (Brentwood TN)
TN
07/28/2008 - 02/26/2021
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
TN
06/18/2008 - 07/16/2008
STEPHENS INC. (NASHVILLE TN)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/06/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Gillmor is the right advisor for you? Invested Better is here to help.