Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Elliott

Equitable Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Elliott

Matthew Elliott is a financial advisor with Equitable Distributors, LLC. Matthew has passed the Series 63, Series 6TO, Series 7TO and SIE exams. Matthew holds a current registration with the state of North Carolina. Matthew is located in Charlotte, NC.

Firm Information

Matthew Elliott is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Elliott’s Registration & Firm History

NC

04/11/2023 - Present

Equitable Distributors, LLC (Charlotte NC)

Not sure if Matthew Elliott is right for you?

Licenses & Designations

BC

Issued 05/02/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Elliott.
Not sure if Matthew Elliott is right for you?