Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harry Phillips is a financial professional with over 20 years of experience in the financial industry. Matthew has been registered with M Holdings Securities, Inc. since 2001. He is licensed to provide financial advice in all 50 states. Prior to joining M Holdings Securities, Inc., Matthew worked at MUTUAL SERVICE CORPORATION in Boston, MA. Matthew has passed the Series 63, SIE, and Series 6 examinations. Matthew specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit sharing plans. He is also a registered representative with FINRA.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/30/2001 - Present
M Holdings Securities, Inc. (NEW YORK NY)
MA
10/31/1997 - 04/04/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 11/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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