Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flor? Claim Your ProfileFlor Estela Matteen is a financial advisor registered with Hightower Advisors, LLC. Flor Estela Matteen has been in the financial industry for over 16 years. Flor Estela Matteen has previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Flor Estela Matteen is a CERTIFIED FINANCIAL PLANNER™ professional. Flor Estela Matteen specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Flor Estela Matteen's firm, Hightower Advisors, LLC is a Registered Investment Advisor (RIA) with over $130 billion in assets under management.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/02/2025 - Present
Hightower Advisors, LLC (Punta Gorda FL)
FL
06/15/2012 - 08/28/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUNTA GORDA FL)
FL
12/20/2007 - 06/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Flor Matteen is the right advisor for you? Invested Better is here to help.
