Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brassfield is a registered representative of Continental Investors Services, Inc. Matthew has been in the industry since 2008. Matthew is licensed to provide investment advice in Arizona, California, Idaho, Oregon, Texas, and Washington. Matthew holds the Series 7, Series 63, Series 66, and Series 7TO licenses. Continental Investors Services, Inc. provides investment advice to individuals and non-profit organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
03/29/2023 - Present
Continental Investors Services, Inc. (CALDWELL ID)
ID
02/13/2008 - 08/18/2009
CONTINENTAL INVESTORS SERVICES, INC. (CALDWELL ID)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Brassfield is the right advisor for you? Invested Better is here to help.
