Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James MacWilliams is a financial advisor with Exencial Wealth Advisors, based in Oklahoma City, Oklahoma. Matthew has over 20 years of experience in the financial services industry. Matthew holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Matthew specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Matthew has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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.
General 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.
Revenue sharing arrangement
1
2
OK
11/16/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
TX
05/14/2004 - 11/21/2023
AMERITAS INVESTMENT COMPANY, LLC (AUSTIN TX)
IL
01/01/2004 - 05/18/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
04/26/2001 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
FL
06/04/1992 - 04/20/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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