Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mark McKenzie is a financial advisor with Valmark Securities, Inc. Matthew has been in the financial services industry since 1999 and holds licenses for Series 6, 7, 26, and 63 exams. Matthew's experience includes working with MetLife Investors Distribution Company and New England Securities. Matthew is registered in Alabama, California, Connecticut, Florida, Illinois, Kansas, Massachusetts, Michigan, Nevada, New Jersey, New York, Rhode Island, South Carolina, Tennessee, Texas, and Wyoming.
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
06/20/2008 - Present
Valmark Securities, Inc. (BOSTON MA)
NY
12/11/2004 - 04/04/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
07/28/1999 - 01/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
09/24/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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