Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Person is a financial advisor at Cambridge Investment Research Advisors, Inc. based in Metairie, Louisiana. Matthew has been a registered representative for over 23 years. Matthew is a CERTIFIED PUBLIC ACCOUNTANT and has experience in both investment and financial advisory. Prior to joining Cambridge Investment Research Advisors, Inc., Matthew was an advisor at AVANTAX INVESTMENT SERVICES, INC. and H.D. VEST INVESTMENT SERVICES. Matthew has Series 6 and SIE licenses and specializes in providing financial and investment advice for individuals, corporations, charitable organizations and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
LA
08/03/2021 - Present
Cambridge Investment Research Advisors, Inc. (Metairie LA)
LA
07/16/2013 - 08/06/2021
AVANTAX INVESTMENT SERVICES, INC. (METAIRIE LA)
LA
12/17/2004 - 04/18/2013
H.D. VEST INVESTMENT SERVICES (METAIRIE LA)
AZ
10/01/2002 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/02/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
11/17/1998 - 06/24/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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