Unclaimed
Matthew James Mahan is a securities professional with over 2 years of experience in the financial services industry. Matthew Mahan is currently registered with KKR Capital Markets LLC and is licensed in 53 states and jurisdictions. Matthew Mahan has held a Series 7TO and Series 63 license since 2019 and a SIE license since 2019. Previously, Matthew Mahan was employed by PIMCO INVESTMENTS LLC.
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
NY
09/10/2021 - Present
KKR Capital Markets LLC (New York NY)
TX
08/21/2019 - 06/24/2021
PIMCO INVESTMENTS LLC (Austin TX)
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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