Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nielsen is a financial advisor with Kingswood Wealth Advisors, LLC based in San Diego, CA. Matthew has over 25 years of experience in the financial services industry. Matthew is registered as an investment advisor representative in Alaska, Arizona, California, Connecticut, Florida, New Jersey, New York, and Texas. Matthew 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.
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.
Hourly consulting
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
NY
03/15/2022 - Present
Kingswood Wealth Advisors, LLC (New York NY)
NY
05/21/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
NJ
04/17/2015 - 05/26/2020
STONECREST CAPITAL MARKETS, INC. (RIDGEWOOD NJ)
NY
07/01/2011 - 03/17/2015
CAPITAL GUARDIAN, LLC (NEW YORK NY)
NJ
01/12/2011 - 07/05/2011
PROSPERA FINANCIAL SERVICES, INC. (RIDGEWOOD NJ)
NJ
05/25/2010 - 12/31/2010
PROSPERA FINANCIAL SERVICES, INC. (RIDGEWOOD NJ)
NJ
10/24/2005 - 05/28/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (RIDGEWOOD NJ)
NJ
01/10/2005 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
AZ
08/19/1997 - 01/10/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/27/1996 - 08/25/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/27/1996 - 08/25/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Nielsen is the right advisor for you? Invested Better is here to help.
