Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Shallcross is a financial advisor currently employed by National Financial Services LLC in Smithfield, Rhode Island. Matthew has been in the industry since February 13, 2001. Matthew has passed the Series 7, Series 63 and SIE exams. His previous employers include Fidelity Brokerage Services LLC and National Financial Services LLC.
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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RI
05/22/2014 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
08/06/2013 - 05/06/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/24/2007 - 07/24/2013
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
09/07/2000 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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