Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Santos is a registered Investment Advisor Representative with Corient. Matthew has been in the industry since 2012 and is licensed in California. Matthew has experience working in the financial services industry with previous experience at Brownson, Rehmus & Foxworth, Inc., and Portola Partners. Matthew has a Series 65 license and earned the Uniform Investment Adviser Law Examination on 10/24/2019.
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.
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.
% of assets under advisement
1
2
CA
01/20/2023 - Present
Corient (MENLO PARK CA)
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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