Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cole Beardwood is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Westover Capital Advisors, LLC and is active in the state of Delaware. Matthew has held previous positions with several other firms, including Valley Forge Asset Management Corp., Rampart Financial Services, Inc., VALIC Financial Advisors, Inc., Wachovia Securities, LLC, Wilmington Brokerage Services Company, PaineWebber Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting and assets under advisement
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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DE
08/04/2023 - Present
Westover Capital Advisors, LLC (WILMINGTON DE)
NJ
11/03/2010 - 01/03/2012
VALLEY FORGE ASSET MANAGEMENT CORP. (CAMDEN NJ)
PA
03/23/2005 - 11/02/2010
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
TX
09/01/2004 - 10/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MO
11/29/2001 - 08/17/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
DE
07/28/2000 - 10/05/2001
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
NJ
01/01/1999 - 07/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
07/28/1998 - 03/09/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1998 - 03/09/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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