Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Orme is an investment advisor representative with World Investment Advisors, LLC, a firm headquartered in Santa Barbara, California. Matthew has been in the financial services industry for over 10 years, previously working at First Republic Securities Company, LLC and SHP Securities, LLC. Matthew has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
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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AZ
11/08/2022 - Present
World Investment Advisors, LLC (Tempe AZ)
CA
06/26/2012 - 09/15/2014
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALO ALTO CA)
CA
12/05/2011 - 02/27/2012
SHP SECURITIES, LLC (SAN DIEGO CA)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2011
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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