Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Rivers is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Global Retirement Partners LLC in Carlsbad, California. Matthew has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Matthew also offers financial planning, retirement plan consulting, and portfolio management 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.
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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2
CA
01/24/2019 - Present
Global Retirement Partners LLC (Carlsbad CA)
PA
08/19/2015 - 11/21/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
FL
01/08/2015 - 07/29/2015
LPL FINANCIAL LLC (MIAMI FL)
SC
11/30/2010 - 10/22/2014
LPL FINANCIAL LLC (FORT MILL SC)
CA
01/19/2009 - 11/30/2010
NRP FINANCIAL, INC. (CAPISTRANO BEACH CA)
BC
Issued 09/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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