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 Meyer is a financial advisor with over 24 years of experience in the financial services industry. Matthew is currently registered with Newport Group Consulting, LLC and Nyhart Consulting, LLC in Florida and Indiana, respectively. Matthew is a Series 7, Series 10, Series 31, Series 63, and Series 65 licensed financial advisor. Matthew has experience providing investment performance analytics for retirement plans, foundations, and endowments, managing accounts for plan participants, providing pension consulting, and conducting educational seminars.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
04/28/2017 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
06/20/2008 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
04/02/2007 - 06/05/2008
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
05/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
TX
04/21/1999 - 11/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/14/1998 - 01/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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