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Matthew Flores

Prosperity Wealth Management, Inc.

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About Matthew Flores

Matthew Flores is a financial advisor at Prosperity Wealth Management, Inc.. He is licensed to conduct business in Washington. He specializes in investment advisory, financial planning and providing portfolio management for individuals. Matthew Flores is also a registered representative in Washington. Prior to his current role, Matthew Flores worked at Edward Jones.

Firm Information

Matthew Flores is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Flores’s Registration & Firm History

WA

09/02/2020 - Present

Prosperity Wealth Management, Inc. (Port Orchard WA)

WA

04/22/2014 - 03/03/2020

EDWARD JONES (PORT ORCHARD WA)

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Licenses & Designations

BOTH

Issued 05/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Flores.
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