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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Newman is a financial advisor at Voya Financial Advisors, Inc. based in Madison, Mississippi. Matthew has over 12 years of experience in the financial services industry. Matthew holds Series 6, 63, and 65 licenses. Matthew specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MS
05/20/2024 - Present
Voya Financial Advisors, Inc. (Madison MS)
MS
04/14/2023 - 12/31/2023
MML INVESTORS SERVICES, LLC (Madison MS)
LA
09/29/2021 - 03/24/2023
PRUCO SECURITIES, LLC. (Metairie LA)
MS
08/13/2013 - 08/12/2021
VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)
CO
08/14/2012 - 02/27/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
MS
07/25/2012 - 08/07/2012
SECURITIES AMERICA, INC. (RIDGELAND MS)
MS
06/08/2011 - 06/07/2012
VALIC FINANCIAL ADVISORS, INC. (RIDGELAND MS)
MS
03/25/2009 - 03/25/2010
NEW ENGLAND SECURITIES (JACKSON MS)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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