Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rafferty is a financial professional with over 5 years of experience in the industry. Matthew is currently registered with Assetmark Brokerage, LLC in Phoenix, AZ. Prior to his current role, Matthew was registered with Vanguard Marketing Corporation. Matthew is a Series 7 and Series 63 licensed professional and holds the SIE designation.
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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AZ
09/21/2016 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
AZ
08/28/2015 - 09/15/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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