Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baldridge is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with American Fidelity Securities, Inc. in Oklahoma City, OK. Previously, Matthew has been affiliated with a number of firms including ALPS Distributors, Inc., ALPS Portfolio Solutions Distributor, Inc., Directed Services LLC, Ivy Funds Distributor, Inc., Waddell & Reed, Inc., Touchstone Securities, Inc., MetLife Investors Distribution Company, Equitable Distributors, Inc., and MONY Securities Corp. Matthew holds Series 6, 7, 63, 65 and SIE licenses and is registered in California.
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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2
OK
07/17/2024 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
CO
01/03/2019 - 05/08/2019
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
01/02/2014 - 12/31/2018
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
02/25/2011 - 12/31/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
PA
09/01/2010 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
KS
08/12/2005 - 08/09/2010
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
08/12/2005 - 08/09/2010
WADDELL & REED, INC. (OVERLAND PARK KS)
OH
03/19/2002 - 07/25/2005
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CA
02/05/2002 - 03/04/2002
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NC
10/20/1998 - 08/24/2001
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NY
03/20/1998 - 09/02/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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