Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Conner is a financial advisor at First Command Advisory Services. Matthew has been in the financial services industry since January 2020 and holds the Series 7TO, SIE and Series 66 licenses. Matthew specializes in financial planning and portfolio management for individuals. First Command Advisory Services is a large firm with approximately $10 billion to $50 billion in assets under management. The firm primarily serves high-net-worth individuals and also provides financial advice to insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals.
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.
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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TX
01/18/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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