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Matthew W Journalist

Credit Agricole Securities (usa) Inc.

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About Matthew W Journalist

Matthew Journalist is a financial professional with over 15 years of experience in the industry. Matthew is currently registered with Credit Agricole Securities (usa) Inc. and has previously worked with firms including Amherst Pierpont, Brownstone Investment Group, LLC, Susquehanna Financial Group, LLLP, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Matthew has passed several industry exams, including the Series 7, Series 63, and SIE exams. Matthew is licensed to provide investment advice in Arizona, California, Florida, Illinois, Massachusetts, New York, Ohio, Texas, Virginia, and Washington.

Firm Information

Matthew Journalist is currently registered with Credit Agricole Securities (usa) Inc.. Credit Agricole Securities (usa) Inc. is a corporation formed in 1968 and is approved to operate in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Matthew Journalist’s Registration & Firm History

NY

06/07/2022 - Present

Credit Agricole Securities (usa) Inc. (NEW YORK NY)

NY

07/16/2018 - 05/23/2022

AMHERST PIERPONT (NEW YORK NY)

NY

07/28/2015 - 07/12/2018

BROWNSTONE INVESTMENT GROUP, LLC (NEW YORK NY)

NY

03/08/2012 - 06/05/2015

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

NY

11/01/2010 - 03/09/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/11/2009 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

07/16/2007 - 05/04/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew W Journalist.
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