Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carver is a financial advisor with PFS Investments Inc., a firm with over 3500 investment advisors and registered representatives, and has been in the industry since 2008. Matthew is currently registered as a broker-dealer in Colorado, Oregon, and Texas, and as an investment advisor representative in Colorado and Texas. Matthew has a broad range of experience in the industry, including investment company products and variable contracts. Matthew's practice serves individuals, charitable organizations, and corporations. Matthew is also licensed to sell life insurance and annuities.
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.
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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CO
01/30/2019 - Present
PFS Investments Inc. (AURORA CO)
IA
Issued 04/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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