Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sherlock is an investment advisor representative with Empower Advisory Group, LLC. Matthew Sherlock has been in the industry since 2003. Matthew Sherlock is registered to provide investment advice in 52 states and the District of Columbia. Empower Advisory Group, LLC provides financial planning, portfolio management for individuals, educational seminars and other investment-related services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MD
06/14/2022 - Present
Empower Advisory Group, LLC (Westminster MD)
MD
05/07/2015 - 05/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
03/03/2008 - 04/29/2015
SCOTTRADE, INC. (FREDERICK MD)
MD
12/19/2007 - 02/29/2008
NYLIFE SECURITIES LLC (WESTMINSTER MD)
MD
02/12/2007 - 11/30/2007
STATE FARM VP MANAGEMENT CORP. (WESTMINSTER MD)
NC
02/15/2006 - 11/08/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
06/15/2005 - 01/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
MN
05/15/2003 - 06/15/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 05/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Sherlock is the right advisor for you? Invested Better is here to help.
