Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stanley is a financial advisor with Independent Financial Partners. Matthew has been in the industry since October 2011. He is registered in 12 states as an Investment Advisor Representative. Matthew is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and a Series 7 and Series 66 license holder. Matthew's areas of expertise include financial planning, retirement planning, and investment management. He specializes in working with high-net-worth individuals, families, and businesses. He has experience working with charitable organizations and pension and profit-sharing plans. Matthew has a strong track record of providing clients with personalized financial advice and investment strategies that meet their individual needs. He is committed to helping his clients achieve their financial goals and build a secure future.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
05/01/2024 - Present
Independent Financial Partners (TAMPA FL)
PA
10/24/2011 - 05/03/2024
GROVE POINT INVESTMENTS, LLC (WEXFORD PA)
BOTH
Issued 12/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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