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 Lee is a financial professional with over 2 years of experience in the financial services industry. Matthew is currently registered with Bay Crest Partners, LLC and holds Series 3, Series 7TO and SIE licenses. Matthew is also licensed to provide investment advice in Florida and New York. Matthew has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice and investment solutions. Matthew's previous experience includes a role with CHARLES SCHWAB & CO., INC. where he was responsible for providing investment advice and services to clients.
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
FL
05/18/2021 - Present
BAY Crest Partners, LLC (Miami FL)
CA
02/01/2019 - 05/04/2021
CHARLES SCHWAB & CO., INC. (San Francisco CA)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2021
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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