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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 Valentine is an investment advisor representative who has been in the industry since 2006. Matthew is currently registered with The Colony Group, LLC in Wellesley, Massachusetts. Prior to that, Matthew was employed by GW & Wade Asset Management Company, LLC. Matthew has a Series 63, Series 65, and Series 7 license and has passed the SIE, Series 3, Series 4, Series 24, Series 52TO, Series 53, and Series 99TO exams. Matthew has a broad range of experience, and he is well-versed in financial planning, portfolio management, and other investment-related services.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
01/02/2019 - 02/05/2024
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
MA
10/04/2016 - 12/19/2018
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
MA
10/29/2014 - 09/23/2016
BHA SELECT NETWORK, LLC (Boston MA)
MA
04/28/2006 - 10/29/2014
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
02/02/2006 - 05/25/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2007
Series 4 - Registered Options Principal Examination
BC
Issued 02/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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