Matthew P. Franey
Professional summary
Matthew Paul Franey, who also goes by Matthew Paul Franey, Matthew Franey, is a registered financial advisor currently at COVEREDBRIDGE located in Milwaukee, Wisconsin.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Franey's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 13, 2021 - Present
COVEREDBRIDGE
Office #1: 7306 N. Longacre Rd., Milwaukee, WI 53217July 11, 2008 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 19, 2008 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2021)
Exams
Current Firm
COVEREDBRIDGE
CRD#: 304069 / SEC#: 801-117237
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COVEREDBRIDGE
CRD#: 304069Milwaukee, WI 53217TRUST BUT VERIFY
Monitor Matthew Franey
Get automatic monthly alerts on:
