Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Papazian is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Matthew has over 30 years of experience in the financial services industry. Matthew is a Chartered Financial Analyst and holds the Series 63, Series 65 and Series 7 licenses. Matthew is currently registered as an investment advisor representative in Colorado and Texas. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Matthew has a strong commitment to helping 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
CO
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (DENVER CO)
CO
10/25/1989 - 11/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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