Unclaimed
Matthew Eric Friedson is a financial professional with over 9 years of experience in the industry. Matthew is currently registered with Lion Street Financial, LLC in Bethesda, MD. Matthew previously worked for M HOLDINGS SECURITIES, INC. and has experience in both Investment Company Products/Variable Contracts Representative and Securities Industry Essentials Examination. Matthew has licenses in District of Columbia, Maryland and South Dakota.
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
MD
05/02/2022 - Present
Lion Street Financial, LLC (BETHESDA MD)
MD
02/23/2015 - 04/15/2022
M HOLDINGS SECURITIES, INC. (BETHESDA MD)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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