Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Mitchell is a financial advisor with over 17 years of experience in the industry. Matthew is currently registered with Ba Securities, LLC. Matthew holds the Series 7, Series 63, Series 79TO, Series 99TO, and SIE licenses. Matthew has previously worked at Crito Capital LLC, SixPoint Partners LLC, and Champlain Advisors, LLC. Matthew is currently licensed in New York, Pennsylvania, and Texas.
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
PA
12/22/2023 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
CT
07/03/2020 - 12/21/2023
CRITO CAPITAL LLC (WESTPORT CT)
TX
05/15/2017 - 06/26/2020
SIXPOINT PARTNERS LLC (Austin TX)
CT
03/28/2006 - 03/02/2017
CHAMPLAIN ADVISORS, LLC (GREENWICH CT)
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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