Unclaimed
Matthew John Elmore is an investment advisor representative with Sargent Investment Group. Matthew has been in the industry since 2006. Matthew works with individuals, high net worth individuals, and corporations or other businesses. Matthew also provides financial planning, pension consulting, and selection of other advisors. Previously, Matthew was employed by Ameriprise Financial Services, LLC, Morgan Stanley and Sanders Morris Harris Inc..
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.
Helps you choose top advisors aligned with your financial 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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2
MD
07/29/2024 - Present
Sargent Investment Group (BETHESDA MD)
VA
03/17/2015 - 09/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (FAIRFAX VA)
VA
07/14/2014 - 03/25/2015
MORGAN STANLEY (MCLEAN VA)
VA
02/01/2010 - 07/09/2014
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
VA
08/23/2006 - 06/02/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MANASSAS VA)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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