Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edwin King is a financial advisor in Aptos, CA. Matthew has been in the industry since November 27, 2000, and is currently registered with Capital Synergy Partners. Matthew has also previously worked at FARMERS FINANCIAL SOLUTIONS, LLC. Matthew has obtained his Series 63, SIE and Series 6 licenses. Matthew's areas of specialization include Securities, Investment Advisory and Insurance.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
08/30/2021 - Present
Capital Synergy Partners (APTOS CA)
CA
11/02/2000 - 08/03/2021
FARMERS FINANCIAL SOLUTIONS, LLC (APTOS CA)
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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