Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Auchard is a financial advisor at Golden State Wealth Management, LLC. Matthew has been in the financial industry since 2003 and holds Series 6, 7, 24, 63, and 66 licenses. Matthew is registered to offer investment advisory services in Arizona, California, Idaho, Indiana, Kentucky, Louisiana, New York, and Washington. In addition to Matthew's work at Golden State Wealth Management, LLC, Matthew is also a co-owner of a clothing company and vice president of a board of directors for a mortgage associates company. Matthew's work at Golden State Wealth Management, LLC focuses on providing financial planning, pension consulting, 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
08/10/2018 - Present
Golden State Wealth Management, LLC (Encinitas CA)
CA
01/30/2003 - 07/08/2008
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Auchard is the right advisor for you? Invested Better is here to help.
