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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bennett Symons is a financial advisor with Fisher Investments. Matthew has been in the financial industry since 2000 and holds licenses in California and Texas. He has passed a variety of exams including the Series 6, Series 7, Series 63, Series 65 and the Series 24. Matthew's previous employers include Quasar Distributors, LLC, and H&R Block Financial Advisors, Inc.. In addition to his advisory role at Fisher Investments, Matthew also serves as Treasurer for HAND (HELPING AFTER NENATAL DEATH), a non-profit organization in Los Gatos, CA.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/14/2023 - Present
Fisher Investments (SAN MATEO CA)
ME
04/20/2010 - 06/30/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MI
09/07/2000 - 05/14/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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