Matthew Fitzpatrick
Professional summary
Matthew Fitzpatrick, CFP®, who also goes by Matthew Mccusker Fitzpatrick, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Minneapolis, Minnesota.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Fitzpatrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2026 - Present
VALMARK SECURITIES, INC.
Office #1: 225 South 6th Street #1400, Minneapolis, MN 55402Office #2: 130 Springside Drive Suite 300, Akron, OH 44333May 29, 2018 - January 10, 2025
JOHN HANCOCK DISTRIBUTORS LLC
July 13, 2017 - February 6, 2018
INVESTACORP, INC.
December 4, 2013 - June 6, 2017
JOHN HANCOCK DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/21/2026)
Exams
FINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
VALMARK SECURITIES, INC.
CRD#: 31243Minneapolis, MN 55402TRUST BUT VERIFY
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