Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grant Swatek is an investment advisor representative at Prime Capital Financial. Matthew has been in the financial services industry for over 20 years and has a strong background in investment advisory services. Matthew is registered in Kansas and Missouri. Matthew offers a variety of investment advisory services to individuals, families, businesses, and institutions. Matthew is committed to providing his clients with personalized financial advice that meets their individual needs. He is a dedicated professional and will strive to understand your specific financial goals and objectives.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
03/03/2020 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
10/25/1999 - 01/27/2015
METLIFE SECURITIES INC. (SPRINGFIELD MO)
MO
10/25/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SPRINGFIELD MO)
IA
Issued 07/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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