Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mead is a financial advisor with over 30 years of experience in the industry. Matthew has a broad range of experience working with clients including high-net-worth individuals, corporations, investment companies, pooled investment vehicles and state and municipal government entities. Matthew is currently registered with Chickasaw Capital Management, LLC in Tennessee and is a registered representative for the firm. Prior to joining Chickasaw Capital Management, Matthew was a registered representative for Green Square Securities, LLC and Wunderlich Securities, Inc. Matthew holds several securities licenses including Series 3, 4, 7, 24, 53, 63 and 65. Matthew is also a trustee and president of Maingate MLP Fund and is on the board of directors for Oakworth Capital Bank.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
02/04/2004 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
TN
01/02/2002 - 03/02/2004
GREEN SQUARE SECURITIES, LLC (MEMPHIS TN)
TN
09/26/2001 - 12/31/2001
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
NY
11/12/1992 - 10/11/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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