Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blais is a financial advisor with over 10 years of experience in the industry. Matthew currently works at Hilltop Securities Inc. and is registered in 10 states. Matthew's primary area of specialization includes fixed income and municipal securities. Matthew is also qualified to offer investment advice as a Municipal Advisor Representative.
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.
12b-1 fees
1
2
RI
01/22/2016 - Present
Hilltop Securities Inc. (LINCOLN RI)
RI
10/10/2013 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (LINCOLN RI)
BC
Issued 12/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/10/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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