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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthews is a financial advisor with Redwood Private Wealth, a firm located in Phoenix, Arizona. John has been in the industry since December 2010 and has experience providing financial planning, pension consulting, and portfolio management services. John has passed the Series 63 and Series 65 exams and holds a Series 27 principal license. John is also a Managing Member and CEO of Matthew's and Co Private Wealth Advisors LLC.
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.
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.
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AZ
11/17/2021 - Present
Redwood Private Wealth (PHOENIX AZ)
NC
12/21/2010 - 11/29/2012
OPTSECURITIES, LLC (CHARLOTTE NC)
IA
Issued 02/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2010
Series 27 - Financial and Operations Principal Examination
Active
Inactive
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