Matthew M. Mckenzie
Professional summary
Matthew Mark Mckenzie, who also goes by Matt Mckenzie, is a registered financial professional currently at VALMARK SECURITIES, INC. located in New York, New York.
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, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Mark Mckenzie's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2008 - Present
VALMARK SECURITIES, INC.
Office #1: 112 W. 34th Street Suite 1700, New York, NY 10120Office #2: 180 Canal Street Suite 601, Boston, MA 02114Office #3: 171 Monroe Ave Nw Suite 800, Grand Rapids, MI 49503Office #4: 120 N. El Camino Real, San Mateo, CA 94401December 11, 2004 - April 4, 2008
METLIFE INVESTORS DISTRIBUTION COMPANY
September 24, 2004 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
July 28, 1999 - January 3, 2005
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/12/2023)
(6/20/2008)
(7/20/2021)
(2/4/2014)
(5/25/2012)
(4/27/2018)
(1/8/2025)
(6/20/2008)
(8/28/2014)
(9/21/2023)
(1/8/2025)
(4/18/2022)
(6/20/2008)
(1/8/2025)
(9/18/2023)
(4/25/2024)
(4/10/2019)
(2/23/2021)
(9/10/2024)
(2/6/2024)
Exams
FINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
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