Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Shores is an investment advisor representative at Merit Financial Advisors. Matthew has been in the industry since 2003. Matthew is registered with FINRA and the state of Texas. Matthew is licensed to sell securities in multiple states, including Georgia, Texas, and Louisiana. Matthew is also an investment advisor representative, and holds the Series 7, Series 63, Series 65, and SIE licenses. Matthew offers a variety of financial planning and investment advisory services to individuals, corporations, and charitable organizations.
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.
Consulting fees
1
2
GA
10/31/2017 - Present
Merit Financial Advisors (ALPHARETTA GA)
TX
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (SOUTHLAKE TX)
TX
05/06/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (FRISCO TX)
TX
03/07/2006 - 05/07/2010
FSC SECURITIES CORPORATION (FRISCO TX)
IN
07/04/2003 - 01/24/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/04/2003 - 01/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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