Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephens is a financial advisor with Florida Financial Advisors, LLC. Matthew has been in the financial services industry since 2021 and is registered to provide investment advisory services in Florida and Texas. Matthew holds several professional licenses and designations including the Series 63, Series 65, and Series 26. He also holds the Series 6TO and SIE. Matthew offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Matthew is also a registered representative with Trinity Wealth Securities.
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.
2% of net worth or assets for financial planning clients
1
2
TX
12/15/2023 - Present
Florida Financial Advisors, LLC (Austin TX)
BC
Issued 06/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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