Unclaimed
Matthew Cordery Rigby is a financial advisor with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Matthew has been in the financial industry since April 19, 2017. Matthew holds Series 7, Series 66, and SIE licenses. Matthew specializes in portfolio management for individuals and businesses, as well as financial planning and selecting other financial advisors. Matthew has experience in mortgage origination and is the owner of a pass through entity for 1099 income working as an independent financial advisor.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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