Unclaimed
Matthew Tyler Ratterree is a registered representative with Houlihan Lokey Capital, Inc., based in Charlotte, NC. Matthew holds the Series 63, SIE, and Series 79TO licenses and is registered with North Carolina. Matthew has prior industry experience with 7M Securities, LLC, in Charlotte.
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
NC
01/08/2024 - Present
Houlihan Lokey Capital, Inc. (Charlotte NC)
NC
11/03/2023 - 01/03/2024
7M SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Ratterree is the right advisor for you? Invested Better is here to help.