Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wallace is a financial professional with over 1 year of experience in the industry. Matthew has a Series 7, Series 63, and Series 65 license and has been registered with Cuso Financial Services, LP since December 2023. Previously, Matthew worked for Equitable Advisors, LLC. Matthew is registered in Arkansas, Texas, and Wisconsin. Matthew has a strong background in finance and is dedicated to providing his clients with personalized financial advice.
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.
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2
TX
12/13/2023 - Present
Cuso Financial Services, LP (Ft Worth TX)
TX
09/12/2022 - 09/19/2023
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 11/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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