Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Milcetich is a financial professional with experience in the industry since 2015. Matthew is currently registered with Capstone Partners in Boston, MA. Matthew previously worked at The Huntington Investment Company and KeyBanc Capital Markets Inc. Matthew holds the Series 7, Series 79, and Series 24 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.
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2
MA
07/05/2022 - Present
Capstone Partners (BOSTON MA)
OH
01/20/2016 - 02/24/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
12/04/2014 - 09/08/2015
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 01/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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