Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Dunn is a financial professional with over 13 years of experience in the securities industry. Matthew is currently a Registered Principal at Valmark Securities, Inc. and is registered with the state of Ohio. Matthew has held previous positions with firms such as Cooperative Securities, Ikona Partners, Flying Cloud Securities LLC, Finalis Securities LLC, LPL Financial LLC, Stratos Wealth Securities, LLC, PNC Investments, KeyBanc Capital Markets Inc., First Wilshire Securities, Inc. and Wedbush Morgan Securities Inc. Matthew has a strong background in investment banking and municipal securities and is a Series 7, 24, 27, 52TO, 53, 79TO, 99TO and SIE licensed professional.
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
OH
01/06/2023 - Present
Valmark Securities, Inc. (AKRON OH)
VA
10/13/2022 - 10/31/2022
COOPERATIVE SECURITIES (DULLES VA)
CA
07/25/2022 - 10/31/2022
IKONA PARTNERS (SAN FRANCISCO CA)
CA
06/16/2021 - 10/31/2022
FLYING CLOUD SECURITIES LLC (SAN FRANCISCO CA)
NY
04/26/2021 - 06/01/2021
FINALIS SECURITIES LLC (NEW YORK NY)
OH
03/10/2014 - 04/15/2021
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
04/04/2018 - 04/01/2021
STRATOS WEALTH SECURITIES, LLC (Beachwood OH)
OH
07/03/2013 - 03/11/2014
PNC INVESTMENTS (CLEVELAND OH)
OH
01/24/2013 - 06/11/2013
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
CA
02/05/2010 - 12/20/2012
FIRST WILSHIRE SECURITIES, INC. (PASADENA CA)
CA
01/01/2005 - 10/06/2005
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 02/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/14/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/12/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/10/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Dunn is the right advisor for you? Invested Better is here to help.
