Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Shields is a financial advisor who has been active in the industry since 2003. Currently, Matthew Shields is registered with Performance Trust Capital Partners, LLC, a firm based in Atlanta, GA, that offers a range of financial services, including investment management and financial planning. Prior to his current role, Matthew Shields has held roles at HOVDE GROUP, LLC, FIG PARTNERS, LLC and THE BENCHMARK COMPANY, LLC. Matthew Shields is licensed to provide financial services in 52 states and the District of Columbia.
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.
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2
GA
09/06/2017 - Present
Performance Trust Capital Partners, LLC (Atlanta GA)
GA
06/19/2014 - 09/06/2017
HOVDE GROUP, LLC (ATLANTA GA)
GA
10/27/2004 - 07/07/2014
FIG PARTNERS, LLC (ATLANTA GA)
NY
12/05/2002 - 08/31/2004
THE BENCHMARK COMPANY, LLC (NEW YORK NY)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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