Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Shinn is an Investment Advisor Representative registered with BFC Planning, Inc.. Matthew is also registered with the State of Iowa as an Investment Advisor Representative. Matthew has been in the securities industry for over 13 years. Matthew is dedicated to providing personalized financial advice to individuals and families. Matthew has a strong track record of helping clients achieve their financial goals. Matthew is committed to providing clients with the highest level of service and expertise.
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.
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.
Solicitor fee
1
2
IA
01/03/2023 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
BOTH
Issued 11/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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