Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Birkett is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Rockefeller Financial LLC in California and Texas. Previously, Matthew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Matthew holds a Series 3, 7, 9, 10, 66, and SIE license. Matthew is a CERTIFIED FINANCIAL PLANNER™. Matthew's specializations include Asset Allocation, Retirement Planning, Estate Planning, Education Planning, and Insurance Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CA
02/26/2021 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
07/30/2009 - 03/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
08/19/2005 - 07/31/2009
WELLS FARGO ADVISORS, LLC (PASADENA CA)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Birkett is the right advisor for you? Invested Better is here to help.
