Unclaimed
Matthew Sheehan is a financial professional with over 19 years of experience in the industry. He has held various roles, including a position at Performance Trust Capital Partners, LLC and Fixed Income Capital Partners, LLC. Currently, Matthew is registered with Brean Capital, LLC and holds a Series 7, 79, 30, 63 and SIE. Matthew specializes in providing investment banking services.
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
CA
03/02/2023 - Present
Brean Capital, LLC (Redwood City CA)
CA
11/08/2011 - 01/27/2023
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (SAN FRANCISCO CA)
IL
07/15/2004 - 10/20/2011
FIXED INCOME CAPITAL PARTNERS, LLC (WHEATON IL)
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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