Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eckert is a financial advisor with Avalon Wealth Advisory, Inc. Matthew has been in the financial services industry since 1995. Matthew is registered with the state of Indiana and holds the following licenses: Series 63, Series 65, Series 7 and Series 8. Matthew is also a Certified Financial Planner. Avalon Wealth Advisory, Inc. offers financial planning and selection of other advisors 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IN
04/18/2000 - Present
Avalon Wealth Advisory, Inc. (INDIANAPOLIS IN)
NE
04/29/1999 - 04/07/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/11/1998 - 04/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NE
05/23/1995 - 04/13/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 02/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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