Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carl Weinheimer is a financial advisor at Exencial Wealth Advisors. Matthew has been in the industry since December 4, 1997. Matthew specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Matthew is registered in 14 states and offers financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
General consulting
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.
Revenue sharing arrangement
1
2
OK
11/14/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
TX
12/05/1997 - 11/22/2023
AMERITAS INVESTMENT COMPANY, LLC (AUSTIN TX)
NY
12/05/1997 - 01/23/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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