Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kyle Sims is a financial advisor with 49 Financial. Matthew has been in the industry since 2005, and has experience in a number of areas, including financial planning, portfolio management, and insurance sales. Matthew is registered as a Registered Representative with FINRA.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/03/2023 - Present
49 Financial (Dallas TX)
TX
10/29/2019 - 01/11/2024
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
04/14/2005 - 10/29/2019
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 04/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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