Matthew Weiland Haskell
Professional Summary
Matthew Weiland Haskell is a registered financial advisor currently at PERICULUM CAPITAL MARKETS, LLC located in Carmel, Indiana. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PERICULUM ADVISORS, INC. | SHORTLE ERWIN & COMPANY, LLC. | PREICULUM ADVISORS, LLC. | PERICULUM CAPITAL MARKETS, LLC | PERICULUM ADVISORS, LLC. | PERICULUM ADVISORS, LLC
Contact Information
Main Address
4 Carter Green Suite 200, Carmel, IN 46032Mailing Address
4 Carter Green Suite 200, Carmel, IN 46032Phone Number
(317) 636-1800Established
Indiana since 12/01/1995Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/11/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2017About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Weiland Haskell's CRS (Customer Relationship Summary).
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