Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eric Flotteron is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Vermont and Texas. Matthew Eric Flotteron's registration is active. Matthew Eric Flotteron has been in the industry since March 15, 2017. Matthew Eric Flotteron has passed the SIE, Series 7 and Series 66 exams. Matthew Eric Flotteron is also registered as an investment advisor representative in 25 other states. Matthew Eric Flotteron's branch offices are located in Burlington, Vermont and Stowe, Vermont. Matthew Eric Flotteron also reports working for Peconic Jet Ski LLC in Greenport, New York, Stone Mountain Resort in Stowe, Vermont, and Bank of America, N.A. in Burlington, Vermont.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
04/20/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON VT)
BOTH
Issued 04/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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