Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brakefield is a registered investment advisor representative, licensed to offer investment advice in several states, including Minnesota, Texas, and Florida. Matthew has worked in the financial industry for over 12 years. Matthew currently works as an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Matthew has been with Cambridge Investment Research Advisors, Inc. since July 2020. Prior to that, Matthew worked at Securities America, Inc. and Fintegra, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
07/30/2020 - Present
Cambridge Investment Research Advisors, Inc. (Cologne MN)
MN
07/07/2015 - 08/04/2020
SECURITIES AMERICA, INC. (NORWOOD YOUNG AMERICA MN)
MN
11/18/2013 - 07/27/2015
FINTEGRA, LLC (NORWOOD YOUNG AMERICA MN)
MN
06/15/2010 - 11/18/2013
INVESTMENT CENTERS OF AMERICA, INC. (NORWOOD MN)
MN
03/13/2008 - 06/08/2010
PFS INVESTMENTS INC. (SAINT PAUL MN)
BOTH
Issued 01/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Brakefield is the right advisor for you? Invested Better is here to help.
