MH
MH

Matthew Haske

12 Years of Experience
Lynchburg, VA
Broker

Matthew Haske is a registered investment advisor, based in Lynchburg, VA, with 12 years of industry experience.

Location

925 Main Street, Suite 200, Lynchburg, VA, 24504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Captrust
January 2024 - Present · 2 yrs 4 mos
Capfinancial Securities, LLC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
March 2022 - October 2023 · 1 yr 7 mos
Truist Investment Services, INC.Broker
March 2022 - October 2023 · 1 yr 7 mos
MML Investors Services, LLCBroker
March 2018 - March 2022 · 4 yrs
Northwestern Mutual Investment Services, LLCBroker
March 2013 - March 2018 · 5 yrs
State Registrations1 state
VA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.