Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nye is a financial advisor with Avantax Advisory Services. Matthew has been in the industry since 2004 and has a Series 6, Series 63 and Series 65 license. Matthew is registered with the state of Maine and Texas as an investment advisor representative. Matthew has worked at Avantax Advisory Services since 2006. Prior to that, Matthew worked for Avantax Investment Services, Inc. Matthew also has experience in tax preparation and accounting, and is a head football coach for the middle school football team.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
ME
02/01/2024 - Present
Avantax Advisory Services (BANGOR ME)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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