Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beresford Rumble is an investment advisor representative with Empower Advisory Group, LLC, and has been in the securities industry since December 29, 2013. Matthew is licensed in 52 states and the District of Columbia. Before joining Empower Advisory Group, Matthew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and Wells Fargo Advisors, LLC. Matthew specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
08/09/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
10/14/2016 - 06/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
09/28/2015 - 09/08/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
11/16/2010 - 10/16/2012
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 11/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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