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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 Shields is an investment advisor representative with U.S. Capital Wealth Advisors, LLC. Matthew Shields is also registered in the state of Texas. Matthew Shields has been in the industry since 2010 and has been with the firm since 2017. Before joining U.S. Capital Wealth Advisors, LLC, Matthew Shields worked at Purshe Kaplan Sterling Investments and Pruco Securities, LLC.
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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TX
06/16/2017 - Present
U.s. Capital Wealth Advisors, LLC (Georgetown TX)
TX
06/16/2017 - 12/13/2017
PURSHE KAPLAN STERLING INVESTMENTS (Georgetown TX)
TX
08/30/2010 - 06/21/2017
PRUCO SECURITIES, LLC. (GEORGETOWN TX)
TX
12/15/2005 - 10/10/2007
CHASE INVESTMENT SERVICES CORP. (GEORGETOWN TX)
IA
Issued 04/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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