Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Smith is a financial advisor registered in 50 states and the District of Columbia. Matthew has experience with a variety of financial products and services, including the securities industry and futures markets. Matthew is currently registered with TPG Capital BD, LLC and previously held positions with PIMCO INVESTMENTS LLC, AQR INVESTMENTS, LLC and ALPS DISTRIBUTORS, INC. Matthew is a highly experienced financial professional with a strong track record of success.
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
NY
11/03/2023 - Present
TPG Capital BD, LLC (New York NY)
NY
10/11/2019 - 09/22/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
CT
01/02/2019 - 10/10/2019
AQR INVESTMENTS, LLC (Greenwich CT)
CT
09/11/2017 - 12/31/2018
ALPS DISTRIBUTORS, INC. (GREENWICH CT)
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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