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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 Boyce Lowery is an active Registered Investment Advisor and holds Series 6, 7, 63 and 66 licenses, as well as the SIE. Matthew has been in the financial services industry since 2001 and is a Certified Financial Planner. Matthew is currently a Regional Vice President at Portside Wealth Group, LLC. He has worked at a number of firms during his career including The Leaders Group, DFPG Investments, LLC, MML Investors Services, LLC and BMO Harris Financial Advisors, Inc., among others. Matthew's previous experience includes roles as a performer, an independent insurance agent, and a Managing Partner/wealth management advisor. Matthew is also the President and Manager of Inspiration Mountain LLC, a personally owned pass-through LLC for tax planning purposes.
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.
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AZ
06/09/2023 - Present
Portside Wealth Group, LLC (PEORIA AZ)
CO
02/10/2023 - 07/19/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
02/22/2022 - 01/25/2023
DFPG INVESTMENTS, LLC (Peoria AZ)
AZ
09/17/2014 - 02/08/2022
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
08/01/2012 - 08/04/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/17/2009 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)
AZ
07/20/2009 - 12/21/2009
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
CA
07/26/2007 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
MA
10/15/2001 - 08/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/15/2001 - 08/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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