Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stolen is a financial advisor with over 17 years of experience in the financial services industry. Matthew has a strong background in investment management, financial planning, and wealth management. Matthew is currently registered with Kingsview Wealth Management, LLC and is also registered as an investment advisor representative in Oregon. Matthew has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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.
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.
Strategic management for diversified investment portfolios.
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
OR
01/16/2019 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
OR
08/23/2017 - 01/07/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
SC
07/22/2008 - 08/29/2017
LPL FINANCIAL LLC (FORT MILL SC)
WI
05/08/2006 - 06/16/2008
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/08/2006 - 06/16/2008
SII INVESTMENTS, INC. (APPLETON WI)
MA
06/22/2005 - 03/31/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/2005 - 03/31/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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