Matthew A. Ferrell
Professional summary
Matthew August Ferrell, who also goes by Matt Ferrell, Matthew Ferrell, is a registered financial advisor currently at MADE FINANCIAL DESIGN located in Land O Lakes, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew August Ferrell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
MADE FINANCIAL DESIGN
November 2, 2022 - November 5, 2024
OSAIC FA, INC.
September 15, 2022 - November 5, 2024
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
Exams
Series 7TO
Date: 9/15/2022
General Securities Representative ExaminationCurrent Firm
MADE FINANCIAL DESIGN
CRD#: 333520 / SEC#:
Contact information
Red Flags
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