Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Hunnicutt is a financial advisor with True Wealth Group in Bend, Oregon. Mathew is a Certified Financial Planner and has been in the industry since 2003. Mathew has experience in financial planning, portfolio management for individuals, and pension consulting. He is also a registered representative in California, Oregon, Texas, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
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08/19/2024 - Present
True Wealth Group (BEND OR)
AZ
11/16/2017 - 02/21/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
OR
11/08/2006 - 11/17/2017
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
05/07/2003 - 11/09/2006
AXA ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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