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Matthew Frederic Dunn

B. C. Ziegler AND Co.

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About Matthew Frederic Dunn

Matthew Frederic Dunn is a financial advisor with B. C. Ziegler And Co., located in Nashville, TN. Matthew has been in the financial services industry since 2016 and has experience with Raymond James & Associates, Inc. and RBC Capital Markets, LLC. Matthew holds the Series 7, Series 63, Series 66, Series 52TO, and SIE licenses.

Firm Information

Matthew Dunn is currently registered with B. C. Ziegler AND Co.. B. C. Ziegler AND Co. is a Corporation that was formed on February 12, 1920. The firm is registered in 52 states and has been approved for SEC registration. They offer a variety of services to a diverse client base, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm has disclosed 7 Regulatory Events, 2 Civil Events, and 2 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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Matthew Dunn’s Registration & Firm History

TN

11/29/2018 - Present

B. C. Ziegler AND Co. (NASHVILLE TN)

TN

10/28/2016 - 11/05/2018

RAYMOND JAMES & ASSOCIATES, INC. (FRANKLIN TN)

TN

07/08/2016 - 09/13/2016

RBC CAPITAL MARKETS, LLC (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 09/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Frederic Dunn.
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