Unclaimed
Matthew Belmont is a financial professional with over 15 years of experience in the financial industry. He is currently registered with Regions Securities LLC in Charlotte, North Carolina. Prior to joining Regions Securities LLC, Matthew worked at CREDIT SUISSE SECURITIES (USA) LLC and UBS SECURITIES LLC. Matthew holds the Series 63, Series 7 and SIE licenses.
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
NC
06/24/2016 - Present
Regions Securities LLC (Charlotte NC)
NY
04/03/2013 - 06/21/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/01/2005 - 11/21/2012
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Belmont is the right advisor for you? Invested Better is here to help.