Unclaimed
Matthew Huebner is a financial professional with over 16 years of experience in the industry. Matthew is currently registered with Ba Securities, LLC. Prior to his current role, Matthew worked at GT Securities, Inc., Capstone Partners and Headwaters BD, LLC. Matthew holds the Series 7, 63, 79TO and SIE licenses. Matthew is registered in Colorado, Illinois, North Carolina and Pennsylvania.
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
PA
01/02/2024 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
CA
02/02/2023 - 02/05/2024
GT SECURITIES, INC. (LOS ANGELES CA)
CO
05/15/2018 - 01/31/2023
CAPSTONE PARTNERS (Denver CO)
CO
11/14/2007 - 11/14/2018
HEADWATERS BD, LLC (DENVER CO)
BC
Issued 01/11/2022
Series 63 - Uniform Securities Agent State Law 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 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Huebner is the right advisor for you? Invested Better is here to help.