Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Waters is a financial advisor with Prime Capital Financial. Matt has been in the financial services industry since 2014. Matt is registered with the state of Colorado and Kansas. Matt has passed the Series 7, 63, and 66 exams as well as the SIE exam. Matt specializes in financial planning, retirement planning and portfolio management. Matt has experience working with individuals, families, businesses, and retirement plans. Matt's goal is to help clients achieve their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
07/27/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
CO
04/25/2018 - 11/12/2020
PRIVATE CLIENT SERVICES, LLC (DENVER CO)
CO
03/07/2014 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 05/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matt Waters is the right advisor for you? Invested Better is here to help.
