Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Preece is a financial advisor who has been in the industry since 2002. Currently, Matthew works at Deloitte Corporate Finance LLC in Charlotte, NC. Matthew is registered with FINRA and is Series 7, Series 24, Series 63 and Series 79TO licensed. Matthew has been registered with FINRA since 2013. Prior to joining Deloitte Corporate Finance LLC, Matthew worked at MCCOLL PARTNERS, LLC from 2004 to 2013, and PAINEWEBBER INCORPORATED from 1998 to 2000. Matthew is registered in 38 states, as well as Puerto Rico.
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
NC
06/11/2013 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
NC
08/12/2004 - 06/07/2013
MCCOLL PARTNERS, LLC (CHARLOTTE NC)
NJ
11/10/1998 - 10/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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