Unclaimed
Matthew Horsley is a financial advisor with over 25 years of experience. Matthew is currently registered with Pure Financial Advisors, LLC. Matthew provides financial planning services and portfolio management for individuals and businesses. Matthew is a Certified Financial Planner™.
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.
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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CA
11/20/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
11/19/2004 - 11/18/2008
CENTARA CAPITAL SECURITIES, INC. (SAN DIEGO CA)
NV
05/16/2002 - 12/02/2002
FINANCIAL WEST GROUP (RENO NV)
NY
10/10/1996 - 04/15/2002
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
08/31/1994 - 04/15/2002
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/17/1993 - 06/27/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/17/1993 - 06/27/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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