Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Levene is a financial professional with experience in the industry. Matthew is currently registered as a Registered Representative with Capital Client Group, Inc. and is active in both the broker-dealer and investment advisor capacities. Matthew holds Series 7TO, SIE, 63, and 66 securities licenses, which enable Matthew to provide a wide range of financial products and services to individual and institutional clients. Prior to joining Capital Client Group, Inc., Matthew was associated with Fox Chase Capital Partners, LLC and Ascendant Alternative Strategies, LLC.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
TX
04/06/2022 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
TX
02/14/2021 - 07/16/2021
FOX CHASE CAPITAL PARTNERS, LLC (AUSTIN TX)
TX
01/11/2021 - 02/11/2021
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
BOTH
Issued 07/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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