Unclaimed
Matthew Hagerty is a financial advisor who has been working in the financial services industry since December 25, 2007. Matthew is currently registered with Lincoln Financial Distributors, Inc. Matthew has a Series 7, Series 6, and Series 63. Matthew is currently registered in Texas.
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
PA
11/10/2015 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CO
02/06/2014 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
TN
09/27/2007 - 01/02/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 02/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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