Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew George Walsh is a financial advisor with Columbia Management Investment Distributors, Inc. Matthew has been in the financial services industry since 1997. Matthew holds Series 6, 7, 24, and 63 licenses. Matthew is registered to provide investment advice in Massachusetts. Previously, Matthew was with OppenheimerFunds Distributor, Inc., Scudder Distributors, Inc., and Scudder Investor Services, Inc. Matthew has a strong background in the financial services industry and is committed to helping clients reach their financial goals.
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
MA
04/21/2011 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MA
08/05/2005 - 04/06/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (BOSTON MA)
IL
10/19/2001 - 07/06/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
09/09/1997 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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