Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sugden is a financial professional with over 18 years of experience in the industry. Matthew is a registered representative of Commonwealth Financial Network and is licensed to provide financial advice in Connecticut and Massachusetts. Commonwealth Financial Network is a national firm headquartered in Waltham, Massachusetts, with approximately 3,300 investment advisor representatives nationwide. The firm provides a wide range of financial services to individuals, families, businesses, and charitable organizations. Matthew's areas of expertise include financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/02/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 05/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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