William N. Matson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Nicholas Matson JR., CFP®, who also goes by Bill Matson, Spreadator Matson, William Nicholas Matson Jr, William Nicholas Matson, William Matson, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1980. William had worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
November 16, 2018 - December 7, 2020
OYSTER RIVER FINANCIAL, LLC
July 23, 2018 - June 17, 2020
MARKETSFLOW
January 24, 2012 - June 4, 2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED
January 24, 2012 - June 4, 2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED
April 30, 2003 - January 30, 2012
COGNITION CAPITAL MANAGEMENT, LLC
July 20, 1993 - February 28, 1996
MCCLURG CAPITAL CORPORATION
January 8, 1993 - May 26, 1993
L. H. ALTON & COMPANY
December 21, 1988 - October 15, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 13, 1987 - December 5, 1988
MORGAN STANLEY DW INC.
April 20, 1983 - December 15, 1986
SECURITIES RESOURCE GROUP, LTD.
April 24, 1980 - December 15, 1986
SECURITIES RESOURCE GROUP, LTD.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
OYSTER RIVER FINANCIAL, LLC
CRD#: 297278 / SEC#:
Contact information
Red Flags
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