Unclaimed
Matthew Brenner is a financial professional with over 7 years of experience in the industry. Matthew currently holds a Series 7, 63, and 66 license and works with National Financial Services LLC. In addition to his state and product licenses, Matthew also holds the SIE and Series 99TO designations. Matthew began his career at Fidelity Brokerage Services LLC, where he worked for 6 years. Matthew's previous employment history reflects his dedication to serving clients and his commitment to the financial industry.
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
KY
03/29/2022 - Present
National Financial Services LLC (COVINGTON KY)
KY
12/07/2015 - 02/14/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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