Unclaimed
Matthew Atkinson is a financial advisor with Vanguard Marketing Corp. Matthew has been in the industry since 2010, and is registered with the state of North Carolina. Matthew's current registrations include Series 7, Series 66, and SIE.
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.
1
2
NC
06/10/2011 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
VA
05/12/2010 - 06/08/2011
MORGAN STANLEY SMITH BARNEY (VIRGINIA BEACH VA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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