Unclaimed
Matthew Clifford Word is a financial professional with over 20 years of experience in the industry. Matthew has held a variety of positions in the financial services industry, including roles at Aetna Life Insurance and Annuity Company and Country Capital Management Co. Matthew holds a Series 6, 63, 26 and SIE license, and is registered to offer securities in Arizona and California.
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.
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.
1
2
AZ
04/25/2003 - Present
Country Capital Management Co. (GLENDALE AZ)
NA
10/16/1987 - 04/21/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 10/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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