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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stewart is a financial advisor with SPC, registered with the state of Idaho since 2013. Matthew is a Series 6, 7, 26, 63 and 65 licensed professional. Matthew's financial practice covers the following areas: portfolio management for businesses and individuals, pension consulting, selection of other advisors, financial planning, and educational seminars. Matthew also provides consultation services. In addition to SPC, Matthew was previously registered with SIGMA FINANCIAL CORPORATION and PFS INVESTMENTS INC.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
12/15/2010 - Present
SPC (ANN ARBOR MI)
UT
02/25/2010 - 12/31/2017
SIGMA FINANCIAL CORPORATION (MAPLETON UT)
UT
07/23/2001 - 02/26/2010
PFS INVESTMENTS INC. (PLEASANT GROVE UT)
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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