Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Workman is a financial advisor with Lion Street Financial, LLC based in Austin, TX. Matthew has been in the financial industry since 2003 and holds the Series 6, SIE, and Series 63 licenses. He is registered with FINRA and is licensed in Texas and Arizona. Matthew previously worked for Investcorp, Inc., NFP Advisor Services, LLC, The Leaders Group, Inc., and Park Avenue Securities 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.
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.
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2
TX
05/08/2020 - Present
Lion Street Financial, LLC (AUSTIN TX)
AZ
01/13/2016 - 04/27/2020
INVESTACORP, INC. (PHOENIX AZ)
AZ
09/01/2005 - 12/31/2015
NFP ADVISOR SERVICES, LLC (PHOENIX AZ)
CO
01/11/2005 - 09/02/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
10/02/2002 - 07/21/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 11/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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