Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michaelson is a financial advisor with Foreside Fund Services, LLC. Matthew has been in the industry since 2005 and is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Matthew is also registered with the state of Wisconsin and 50 other states. Matthew has a Series 7, Series 63 and SIE licenses. Matthew is a financial professional with extensive experience in the financial services industry.
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
WI
08/09/2021 - Present
Foreside Fund Services, LLC (Milwaukee WI)
ME
10/18/2012 - 10/15/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MO
06/19/2012 - 09/26/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
MA
02/13/2008 - 06/27/2011
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
07/14/2003 - 02/06/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 09/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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