Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Unger is a financial advisor with Concurrent Investment Advisors, LLC, based in Dallas, Texas. Matthew has been in the industry since 2011. He is registered with the state of Texas and holds Series 7, 63, and 65 licenses as well as the SIE. He is a Certified Financial Planner. Matthew has experience working with a wide range of clients, including individuals, businesses, corporations, and pension plans. His specializations include financial planning, portfolio management, and selection of other advisors. Matthew's firm specializes in fixed fees, hourly charges and percentage of assets compensation arrangements.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
04/08/2024 - Present
Concurrent Investment Advisors, LLC (Dallas TX)
TX
07/01/2020 - 05/02/2024
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
12/05/2016 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
07/27/2011 - 10/25/2016
AXA ADVISORS, LLC (DALLAS TX)
IA
Issued 08/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Unger is the right advisor for you? Invested Better is here to help.
