Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Waymire is a financial advisor registered with Accurate Wealth Management, LLC. Mathew has been in the financial industry since 2010. He is a registered Investment Advisor Representative in the state of Florida. Mathew has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. He provides financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
03/08/2022 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
04/04/2000 - 07/15/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WI
01/13/1993 - 04/04/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/12/1993 - 03/22/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
07/15/1991 - 09/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/15/1991 - 09/22/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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