Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Falt is a financial advisor with over 3 years of experience in the industry. Matthew has a strong background in financial planning and investment management, having earned the Series 63, Series 65, and Series 26 licenses. Matthew is registered to provide advisory services in Florida, Georgia, Arkansas, Texas, New Jersey, Nebraska, Oklahoma, Pennsylvania, North Carolina, and South Carolina and is currently employed by Florida Financial Advisors. Matthew also has experience in insurance sales. The firm provides financial planning services to individuals and businesses and has over 1371 accounts under management.
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.
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.
2% of net worth or assets for financial planning clients
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2
TX
05/03/2023 - Present
Florida Financial Advisors, LLC (Dallas TX)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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