Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bear is a financial advisor with U.S. Bancorp Investments, Inc. based in Lakewood, Colorado. Matthew has been in the financial services industry since 2008. Matthew holds Series 7, 63, 65 and 66 licenses. Matthew is also a registered principal with Series 24. Matthew holds FINRA registration and is a registered Investment Advisor in the state of Colorado. Matthew is a registered representative of U.S. Bancorp Investments, Inc. and a Registered Investment Advisor with U.S. Bank. Matthew specializes in providing financial advice to individuals, businesses, and institutions. Matthew’s experience and expertise make him a valuable resource for individuals seeking financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
07/12/2024 - Present
U.s. Bancorp Investments, Inc. (Lakewood CO)
CA
08/07/2013 - 08/29/2017
MOTIF (RANCHO CORDOVA CA)
CO
01/06/2012 - 08/05/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
09/01/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WESTMINSTER CO)
CO
10/09/2008 - 07/22/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 07/11/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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