Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sylvester McGee is a financial advisor currently registered with iCapital Markets LLC. Matthew has been in the financial services industry since October 11, 2004 and has a variety of licenses and certifications. Matthew is currently licensed as a registered representative in 51 states and the District of Columbia. Matthew has also been registered with INVESCO DISTRIBUTORS, INC., OppenheimerFunds Distributor, Inc., and Farmers Financial Solutions, LLC. Matthew has worked in both New York and Texas.
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
NY
07/02/2024 - Present
Icapital Markets LLC (NEW YORK NY)
TX
04/13/2020 - 06/17/2024
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
03/28/2006 - 12/02/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
07/01/2004 - 06/28/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
07/29/2003 - 06/07/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew McGee is the right advisor for you? Invested Better is here to help.
