Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Brian Kaplan is a financial advisor with over five years of experience in the industry. Mathew Kaplan is currently registered with J. W. Cole Advisors, Inc. and is licensed in Florida, California, and Texas. Mathew Kaplan has a Series 7, Series 63, and Series 65 license. Mathew Kaplan specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. Mathew Kaplan has also served as a fixed insurance agent, a business coach, and an author. Mathew Kaplan is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Hourly & fixed rate consulting
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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2
FL
04/27/2021 - Present
J. W. Cole Advisors, Inc. (Fort Lauderdale FL)
FL
01/13/2020 - 12/18/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AVENTURA FL)
IA
Issued 01/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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