Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hanson is a financial advisor with Mariner Wealth Advisors, located in Newport Beach, CA. Matthew has over 15 years of experience in the financial services industry and has held several positions at various firms including John Hancock Funds, LLC, VP Distributors LLC and Altruist Financial LLC. Matthew is a Series 6, 7, 63, and 65 licensed investment advisor representative who also holds the Securities Industry Essentials (SIE) designation. Matthew provides various financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. Matthew is actively registered in California.
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.
Family office services
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.
1
2
CA
03/11/2024 - Present
Mariner Wealth (Newport Beach CA)
CA
03/15/2022 - 02/08/2024
ALTRUIST FINANCIAL LLC (CULVER CITY CA)
CA
02/28/2017 - 07/20/2020
VP DISTRIBUTORS LLC (LOS ANGELES CA)
MA
03/13/2007 - 01/10/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Matthew Hanson is the right advisor for you? Invested Better is here to help.
