Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Perkins is a financial advisor with Merit Financial Advisors. Matthew has been in the financial services industry since 2019. Matthew holds the Series 7TO, SIE and Series 66 licenses. Matthew is registered with the state of Washington as an Investment Advisor Representative. Matthew specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals. Matthew's previous employers include LPL FINANCIAL LLC and Securities America, Inc.
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.
Consulting fees
1
2
GA
03/08/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
03/05/2024 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
09/28/2022 - 07/31/2023
SECURITIES AMERICA, INC. (BELLINGHAM WA)
WA
08/02/2019 - 10/12/2022
LPL FINANCIAL LLC (KENT WA)
BOTH
Issued 09/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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