Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sawyer is a financial advisor with over 16 years of experience in the financial industry. He is registered with MML Investors Services, LLC and provides financial planning, investment management, and portfolio management services to individuals, corporations, and other businesses. Matthew has a comprehensive understanding of the financial markets and can help clients develop a personalized financial plan to meet their individual needs. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. In addition to his financial advisory services, Matthew also provides outside insurance sales.
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.
Asset allocation programs
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.
Solicitors fees
1
2
RI
07/14/2021 - Present
MML Investors Services, LLC (WARWICK RI)
RI
04/14/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
CT
09/03/2007 - 04/14/2008
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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