Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alexander Pasts has been in the financial industry since October 29, 1991. Matthew is currently registered with BTS Asset Management, Inc., which is a firm based in Lincoln, MA. The firm has a total of 834 accounts under management and has offices located in Lincoln and Lexington, MA. Matthew is licensed as a registered representative in the states of Florida, Indiana, Massachusetts, New Hampshire, New York, and Texas. Matthew is also an investment advisor representative in Massachusetts. Matthew has experience working with a variety of clients, including individuals, corporations, investment companies, and pension plans. Matthew has a deep understanding of the financial markets and can provide his clients with a variety of investment services, including portfolio management, market timing services, and consultation services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consultation services
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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MA
04/14/1994 - Present
BTS Asset Management, Inc. (LEXINGTON MA)
IA
Issued 07/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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