Unclaimed
Matthew Zimmerman is a registered investment advisor representative in Maryland and is associated with Scarborough Capital Management. Matthew has been in the industry for 2 years and is licensed to provide both investment advisory and securities services. Matthew holds the Series 7, 66, and SIE securities licenses. Matthew provides a range of investment advisory services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MD
06/23/2022 - Present
Scarborough Capital Management (ANNAPOLIS MD)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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