linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew John Couri

Foreside Fund Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew John Couri

Matthew John Couri is a financial advisor registered with Foreside Fund Services, LLC. Matthew's financial career began in 1999 when he passed the Series 6 and Series 63 exams. Matthew passed the Series 7 and SIE exams in 2000 and 2018 respectively. In 2002 Matthew obtained his Series 66 license. Matthew's previous firms include FS Investment Solutions, LLC, Quest Capital Strategies, Inc. and Credit Suisse Securities (USA) LLC. Matthew has been a registered representative in over 50 states and the District of Columbia.

Firm Information

Matthew Couri is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Couri’s Registration & Firm History

CA

12/16/2022 - Present

Foreside Fund Services, LLC (El Segundo CA)

PA

01/14/2013 - 12/08/2022

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

CA

09/28/2012 - 11/01/2012

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

IL

07/22/2002 - 10/27/2010

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

IL

10/21/1999 - 05/08/2002

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

Not sure if Matthew John Couri is right for you?

Licenses & Designations

BOTH

Issued 10/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Couri.
Not sure if Matthew John Couri is right for you?