Unclaimed
Matthew Hooker is a financial advisor at Commonwealth Financial Network. Matthew has been working in the financial industry since 2011 and is a Certified Financial Planner. Matthew specializes in helping individuals and families reach their financial goals. He has experience working with clients of all ages and income levels, and is committed to providing personalized advice that meets each client's unique needs. Matthew is a registered investment advisor in several states and holds the Series 7, Series 63 and Series 65 licenses. In addition to working at Commonwealth Financial Network, Matthew also owns Avant-Garde Wealth Partners, 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.
1
2
NE
03/05/2024 - Present
Commonwealth Financial Network (Omaha NE)
NE
11/18/2016 - 03/04/2024
EDWARD JONES (BELLEVUE NE)
NE
02/10/2014 - 11/28/2016
TD AMERITRADE, INC. (OMAHA NE)
NE
06/28/2012 - 02/12/2014
AXA ADVISORS, LLC (OMAHA NE)
NE
01/20/2011 - 06/27/2012
MML INVESTORS SERVICES, LLC (OMAHA NE)
IA
Issued 09/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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