Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pfeiffer is a registered representative with Independent Financial Partners. Matthew has been in the financial industry since 1999 and has worked with several firms in the past including KEY Investment Services LLC, McDonald Investments Inc. and EQ Financial Consultants, Inc. Matthew specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
03/16/2022 - Present
Independent Financial Partners (TAMPA FL)
NY
01/18/2006 - 02/28/2020
KEY INVESTMENT SERVICES LLC (CAMILLUS NY)
NY
03/07/2000 - 01/18/2006
MCDONALD INVESTMENTS INC. (AUBURN NY)
NY
08/20/1998 - 07/12/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/20/1998 - 07/12/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 03/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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