Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grygar is an investment advisor representative at The Helix Financial Group. Matthew has been registered with the Securities and Exchange Commission since 2010. Matthew is currently registered with the state of Texas. Matthew has passed the Series 7, Series 24, Series 63 and Series 65 exams. Matthew is a licensed agent for Southwestern Benefit Designers/Blue Cross & Blue Shield and CIGNA.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/06/2010 - Present
THE Helix Financial Group (CARROLLTRON TX)
TX
07/23/2001 - 02/01/2010
GUNNALLEN FINANCIAL, INC (ADDISON TX)
AZ
05/09/2000 - 07/24/2001
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
IA
Issued 12/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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