Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ventura is a financial advisor with over 15 years of experience in the industry. Matthew currently works with Morgan Stanley and is registered to provide investment advice in Texas. Matthew has previously worked with Braymen, Lambert and Noel Securities, LTD. and Northwestern Mutual Investment Services, LLC. Matthew is licensed to provide investment advice in 53 states and holds Series 7TO, Series 6, Series 63, and Series 65 licenses. Matthew specializes in providing financial advice to individuals, corporations, investment clubs, insurance companies, charitable organizations, and high-net-worth individuals. Matthew's expertise includes asset allocation, financial planning, pension consulting, and portfolio 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
TX
10/16/2020 - Present
Morgan Stanley (Plano TX)
TX
10/29/2008 - 10/19/2009
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (SAN ANTONIO TX)
TX
10/07/2005 - 10/03/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 08/08/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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