Matthew M. Parrett
Professional summary
Matthew Michael Parrett, who also goes by Matthew Michael Parrett, Matthew Parrett, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Tavares, Florida.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Michael Parrett's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2025 - Present
ALTRUIST FINANCIAL LLC
September 16, 2021 - December 18, 2024
ASSETMARK, INC.
March 18, 2021 - December 18, 2024
ASSETMARK BROKERAGE, LLC
January 4, 2021 - February 1, 2021
JOHN HANCOCK DISTRIBUTORS LLC
October 30, 2018 - October 16, 2020
NORTHERN LIGHTS DISTRIBUTORS, LLC
January 7, 2015 - April 10, 2017
AMUNDI DISTRIBUTOR US, INC.
July 14, 2014 - January 2, 2015
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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.
