Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Todsen is an Investment Advisor Representative, Registered Representative and Registered Investment Advisor with McManus Cooper. Matthew has been in the financial services industry since October 2002. Prior to joining McManus Cooper, Matthew was a Registered Representative with Securities America, Inc. and Pacific West Securities, Inc. Matthew is licensed in 14 states and holds the Series 66, 31, and 7 licenses. Matthew is a board member of Orange County Advisors in Philanthropy.
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.
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.
Solicitor/referral fees
1
2
CA
08/05/2014 - Present
McManus Cooper (IRVINE CA)
CA
02/13/2012 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
CA
11/05/2010 - 02/13/2012
PACIFIC WEST SECURITIES, INC. (COSTA MESA CA)
CA
09/30/2005 - 11/18/2010
LPL FINANCIAL CORPORATION (COSTA MESA CA)
NJ
10/18/2002 - 10/25/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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