Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Tooley is an investment advisor representative who has been in the financial industry since 2008. Matthew has a combined 15+ years of experience in the industry. Matthew is a registered investment advisor with Lexaurum Advisors, and has a Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Matthew also holds the Chartered Financial Consultant designation. Matthew has worked with clients ranging from individuals to families, high-net-worth individuals, corporations, and charitable organizations. Matthew's main focus at Lexaurum Advisors is providing financial planning and portfolio management for individuals.
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.
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.
Monthly fee
1
2
KS
01/11/2021 - Present
Lexaurum Advisors (OVERLAND PARK KS)
MO
08/26/2008 - 09/14/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Chesterfield MO)
BOTH
Issued 03/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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