Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew L. Wilson is a financial advisor with United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ. Matthew has been a registered representative since August 7, 2007. Matthew has a Series 66, Series 7, and SIE license and is registered in 13 states including Arizona, California, Illinois, Iowa, Maryland, Michigan, Nevada, New Jersey, North Carolina, Texas, Virginia and Washington. Matthew is also a partner at Capital Analyst, a DBA for marketing purposes, in Los Angeles, CA since 03/2019. Matthew has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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
AZ
06/27/2012 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
08/07/2007 - 06/19/2012
ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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