Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blake King is a financial advisor currently associated with Foundations Investment Advisors LLC. Matthew has been working in the financial industry since 2011 and has a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66, as well as a Certified Financial Planner designation. Matthew is based in Phoenix, Arizona, and previously worked with firms such as Triad Advisors LLC, Equity Services, Inc., Foresters Financial Services, Inc., and Waddell & Reed. Matthew is a registered Investment Advisor Representative in Maine and also provides insurance services for Magellan Financial.
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.
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.
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AZ
04/30/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
KS
04/02/2018 - 08/01/2022
TRIAD ADVISORS LLC (Overland Park KS)
KS
02/12/2018 - 04/04/2018
EQUITY SERVICES, INC. (OVERLAND PARK KS)
KS
03/08/2016 - 01/17/2018
FORESTERS FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
11/22/2013 - 01/05/2015
WADDELL & REED (OVERLAND PARK KS)
KS
08/22/2011 - 07/03/2013
FIRST INVESTORS CORPORATION (LENEXA KS)
BOTH
Issued 07/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/22/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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