Unclaimed
Matthew Thomas Valcourt is a registered representative with Capella Securities LLC and holds Series 7, Series 24, Series 63, and SIE licenses. Matthew Valcourt has been in the industry since November 2016 and is currently registered in nine states.
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
11/08/2016 - Present
Capella Securities LLC (New York NY)
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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