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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 Nelson is a financial advisor with Prime Capital Financial, located in Boerne, Texas. Matthew has been a registered representative since 1999 and holds licenses to offer financial and investment advice. Matthew has experience working with a variety of clients, including high-net-worth individuals, businesses, and charitable organizations. Matthew provides investment advisory services, portfolio management, financial planning, and retirement planning.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
08/17/2017 - Present
Prime Capital Financial (Boerne TX)
TX
11/11/2014 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOERNE TX)
TX
07/16/2010 - 05/06/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEDFORD TX)
KS
11/01/1999 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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