Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Potasky is a financial advisor with CMG Securities LLC. Matthew has been working in the securities industry since November 2019 and has a Series 7, Series 63, and Series 24 license. He has experience in securities and investments and is registered with the state of California, Florida, and New York. Matthew currently has two active branch office locations, one in Tampa, Florida and one in San Francisco, 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.
1
2
FL
11/12/2019 - Present
CMG Securities LLC (Tampa FL)
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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