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 Roxbury is an Investment Advisor Representative at Thrivent Investment Management Inc. based in Valencia, California. Matthew has been in the industry since March 13, 2024 and is licensed in California and holds both a Series 66 and Series 7TO license. Matthew is registered with Thrivent Investment Management Inc. to offer financial planning and portfolio management for both individuals and businesses. Matthew also has other business interests including ownership of a construction company and bartending at a local BBQ restaurant.
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.
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
04/05/2024 - Present
Thrivent Investment Management Inc. (Valencia CA)
BOTH
Issued 04/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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