Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Armendaris is a financial advisor with West Financial Services, Inc., based in McLean, VA. Matthew has been in the financial industry for over 5 years. Matthew's areas of expertise include financial planning and portfolio management. Matthew holds a Series 6, Series 63, and Series 65 licenses.
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.
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.
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VA
08/04/2022 - Present
West Financial Services, Inc. (MCLEAN VA)
VA
06/11/2018 - 04/23/2021
AMERITAS INVESTMENT COMPANY, LLC (FAIRFAX VA)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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