Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Coffield is a financial advisor with over 23 years of experience in the financial services industry. Matthew is registered to provide investment advice in multiple states including Arkansas, Alabama, Florida, Louisiana, Missouri, Texas, Utah and Washington. Matthew is currently registered with Osaic Wealth, Inc. Prior to that, Matthew was with Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is a Series 7, 24, 31, 66 and SIE licensed professional and holds the Operations Professional Examination (Series 99TO) license. Matthew specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations.
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.
1
2
AR
06/14/2024 - Present
Osaic Wealth, Inc. (LITTLE ROCK AR)
AR
01/30/2009 - 06/14/2024
SECURITIES AMERICA, INC. (LITTLE ROCK AR)
AR
06/12/2000 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
BOTH
Issued 06/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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