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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cano is a registered investment advisor representative with Fisher Investments. Matthew has been in the industry since 2003. Matthew is licensed in Minnesota and Texas. Matthew's previous experience includes Ameriprise Financial Services, Inc., ProEquities, Inc., Wells Fargo Investments, LLC, and Edward Jones. Matthew is a Series 63, 65, 7, and SIE licensed representative. Matthew is also a board member of the Austin Area Chamber of Commerce. Matthew's areas of specialization include portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Matthew has a strong focus on serving high-net-worth individuals, corporations, and charitable organizations. Matthew's clients' assets under management total over $200 billion.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/15/2023 - Present
Fisher Investments (PLANO TX)
MN
04/08/2008 - 10/12/2018
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN MN)
MN
02/16/2005 - 04/10/2008
PROEQUITIES, INC. (ALBERT LEA MN)
CA
08/19/2004 - 02/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
01/02/2003 - 06/04/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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