Matthew P. Karlson
Professional summary
Matthew Phillip Karlson is a registered financial professional currently at SSG CAPITAL ADVISORS, LLC located in West Conshohocken, Pennsylvania.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Phillip Karlson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2010 - Present
SSG CAPITAL ADVISORS, LLC
Office #1: 300 Barr Harbor Drive Suite 420, West Conshohocken, PA 19428Office #2: 300 Barr Harbor Drive, Suite 420, West Conshohocken, PA 19428August 9, 2006 - May 1, 2009
NATCITY INVESTMENTS, INC.
December 7, 2001 - August 9, 2006
SSG CAPITAL ADVISORS, L.P.
September 15, 1999 - December 17, 2001
BERWIND FINANCIAL, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/23/2010)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
SSG CAPITAL ADVISORS, LLC
CRD#: 150750 / SEC#: , 8-68292
Contact information
FINRA licenses (9 States and Territories)
Documents
Red Flags
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