Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marshall is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Matthew has held previous positions with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., NFP SECURITIES, INC. and COWEN AND COMPANY. Matthew is also a registered representative and investment advisor representative. Matthew holds Series 63, 65 and 7 licenses as well as the SIE.
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.
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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CA
01/02/2025 - Present
Kestra Advisory Services, LLC (Redondo Beach CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
CA
02/20/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (REDONDO BEACH CA)
CA
02/26/2010 - 01/18/2013
NFP SECURITIES, INC. (PLEASANTON CA)
CA
08/21/2007 - 02/17/2009
COWEN AND COMPANY (SAN FRANCISCO CA)
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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