Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Escalante is a financial advisor who has been in the industry for over 17 years. Matt has been with HUB Investment Partners, LLC since 2006. Matt holds the Series 6 and Series 63 licenses and is a Certified Financial Planner. Matt primarily works with individuals, families, high net worth individuals, corporations or other businesses, state or municipal government entities, and non-profit organizations. Matt specializes in financial planning, portfolio management, and pension consulting. Matt's firm is a registered investment advisor with approximately $1 billion to $10 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.
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.
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.
1
2
TX
12/22/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
CA
09/29/2005 - 01/05/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
BC
Issued 10/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Matt Escalante is the right advisor for you? Invested Better is here to help.
