Unclaimed
Matthew Everett is a financial advisor with Sc&h Capital Corp. based in Ellicott City, MD. Matthew has over 10 years of experience in the financial services industry. He holds the Series 7, 63, 66, and 79 licenses. He is registered to offer securities in Maryland and Virginia. Previously, Matthew worked at Morgan Stanley in Washington, D.C., and Morgan Stanley & Co. Incorporated in New York.
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
12/02/2014 - Present
Sc&h Capital Corp. (Ellicott City MD)
DC
01/31/2011 - 04/29/2014
MORGAN STANLEY (WASHINGTON DC)
NY
09/19/2010 - 02/11/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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