Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hurley is a financial advisor with over 30 years of experience in the financial industry. Matthew is currently registered with Independent Financial Group, LLC. Matthew has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, OPPENHEIMER & CO. INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, A. G. EDWARDS & SONS, INC., and PAINEWEBBER INCORPORATED. Matthew has a strong track record of providing financial advice to individuals, families, and businesses. Matthew is dedicated to helping clients achieve their financial goals.
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.
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.
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2
CA
03/19/2020 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
09/15/2015 - 04/13/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
10/28/2005 - 10/01/2015
OPPENHEIMER & CO. INC. (SAN DIEGO CA)
NY
08/26/1999 - 10/21/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/02/1993 - 08/25/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
12/05/1991 - 02/03/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/10/1990 - 12/11/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/21/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 05/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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