Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rivera is a financial advisor with over 10 years of experience in the industry. He is currently registered with Abacus Wealth Partners and holds Series 7 and 63 licenses as well as the SIE exam. Matthew is also a Certified Financial Planner and a Chartered Financial Analyst. He has experience working with individuals, families, businesses, and charitable organizations. Matthew specializes in providing financial planning, portfolio management, and consulting 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.
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.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/11/2023 - Present
Abacus Wealth Partners (San Carlos CA)
CA
08/03/2016 - 11/30/2016
VICTORY CAPITAL ADVISERS, INC. (San Francisco CA)
CA
06/02/2014 - 08/08/2016
RS FUNDS DISTRIBUTOR LLC (SAN FRANCISCO CA)
NY
05/17/2012 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CA
07/27/2009 - 05/16/2012
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BC
Issued 08/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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