Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Costello is a financial advisor with Franklin Distributors, LLC. Matthew has been in the industry since February 9, 2016. Matthew is currently registered in 51 states as a Broker-Dealer and is a registered representative with FINRA. Matthew has passed the Series 7, Series 7TO, SIE and Series 63 exams.
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
CA
08/22/2023 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
01/14/2019 - 04/16/2021
COWEN PRIME SERVICES LLC (SAN FRANCISCO CA)
CA
11/24/2011 - 03/02/2017
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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