Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Barr is an investment advisor representative associated with Wick Capital Partners, LLC. Matthew has been in the industry for over four years, and is registered as an Investment Advisor Representative in Pennsylvania. His professional experience includes time with AXA Advisors, LLC. Matthew is qualified to provide a variety of financial services including portfolio management and financial planning.
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.
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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PA
04/11/2019 - Present
Wick Capital Partners, LLC (WAYNE PA)
NJ
09/01/2015 - 03/29/2019
AXA ADVISORS, LLC (CHERRY HILL NJ)
IA
Issued 04/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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