Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Shen is a financial advisor registered with Keybanc Capital Markets Inc. and holds a Series 63, Series 50, Series 52TO, and SIE licenses. Matthew's office is located in San Francisco, California.
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
CA
09/05/2020 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
BC
Issued 08/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/04/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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