Unclaimed
Matthew Starkey is a financial advisor with Aspyre Wealth Partners, and is registered to provide investment advice in Kansas, Texas, and Florida. Matthew has been in the financial industry for over 25 years, and holds the Series 7, 24, 31, and 63 licenses. He is also a Certified Financial Planner. Matthew specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. He is committed to helping clients achieve their financial goals through a personalized approach that considers their unique circumstances and objectives.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Net worth
1
2
KS
03/15/2007 - Present
Aspyre Wealth Partners (OVERLAND PARK KS)
KS
02/19/1998 - 01/05/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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