Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Young is a financial advisor with National Financial Services LLC, located in Westlake, TX. Matthew has been in the financial industry since January 28, 2019. Matthew is registered with FINRA as a General Securities Representative, has passed the Series 7TO, Series 9 and Series 10 exams, and is also a Registered Representative of National Financial Services LLC. Prior to joining National Financial Services LLC, Matthew was employed by CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC.
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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TX
03/24/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/11/2021 - 02/03/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
10/29/2018 - 01/25/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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