Unclaimed
Matthew Strong dickson Loos is a financial professional with over 28 years of experience in the securities industry. Matthew is currently registered with Intercoastal Capital Markets, Inc. in Boca Raton, FL. Matthew has held previous roles with PIERPONT SECURITIES LLC, CORTVIEW CAPITAL SECURITIES LLC, SOUTHRIDGE INVESTMENT GROUP LLC, VFINANCE INVESTMENTS, INC, RBC CAPITAL MARKETS CORPORATION, RBC DAIN RAUSCHER INC., WACHOVIA SECURITIES, INC., ABN AMRO SECURITIES (USA) INC., MERIDIAN SECURITIES, INC., M.G.S.I. SECURITIES, INC., RADICE SECURITIES CORPORATION, CHARLES, AKAR & ASSOCIATES, INC., and DON CHARLES INVESTMENT GROUP, INC. Matthew holds Series 3, 7, 22, 63, and SIE licenses.
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
FL
03/04/2015 - Present
Intercoastal Capital Markets, Inc. (BOCA RATON FL)
FL
03/01/2013 - 03/26/2013
PIERPONT SECURITIES LLC (BOCA RATON FL)
FL
06/01/2011 - 03/07/2013
CORTVIEW CAPITAL SECURITIES LLC (BOCA RATON FL)
CT
08/06/2010 - 06/01/2011
SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)
FL
06/30/2008 - 05/18/2010
VFINANCE INVESTMENTS, INC (OAKLAND PARK FL)
NY
11/01/2006 - 01/16/2007
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
FL
01/03/2001 - 11/09/2006
RBC DAIN RAUSCHER INC. (FT. LAUDERDALE FL)
NC
05/03/1996 - 11/06/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
CT
05/15/1995 - 02/27/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
NA
12/09/1991 - 03/21/1995
MERIDIAN SECURITIES, INC.
NA
12/23/1986 - 05/18/1987
M.G.S.I. SECURITIES, INC.
NA
12/04/1985 - 02/19/1986
RADICE SECURITIES CORPORATION
NA
08/30/1985 - 10/09/1985
CHARLES, AKAR & ASSOCIATES, INC.
NA
03/21/1983 - 08/29/1983
DON CHARLES INVESTMENT GROUP, INC.
BC
Issued 12/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Loos is the right advisor for you? Invested Better is here to help.