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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Pulsipher is an investment advisor representative with Arbor Point Advisors. Matthew has been in the industry since 2000 and has experience in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Matthew is registered to provide investment advisory services in Texas and Washington. Matthew is also registered to provide securities-related services in 33 states. Matthew is currently affiliated with Arbor Point Advisors.
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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WA
11/06/2020 - Present
Arbor Point Advisors (VANCOUVER WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (VANCOUVER WA)
WA
07/20/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Vancouver WA)
WA
02/28/2012 - 07/26/2018
CETERA ADVISORS LLC (VANCOUVER WA)
OR
03/31/2008 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
OR
08/27/2004 - 04/02/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
MO
11/02/2000 - 08/30/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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