Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Matthew Stanley is a financial advisor who is currently employed by Edelman Financial Engines. Clinton is licensed to provide investment advice in Arizona. Clinton has been in the financial services industry for over 10 years, and has held previous positions at Sanders Morris Harris Inc. and Vanguard Marketing Corporation. Clinton specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Clinton is also a registered representative of Edelman Financial Engines and is currently registered with the state of Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
05/22/2012 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
09/01/2011 - 11/07/2011
SANDERS MORRIS HARRIS INC. (SCOTTSDALE AZ)
AZ
06/26/2006 - 12/14/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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