Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wiley is a financial advisor with First Command Advisory Services. Matthew has been in the financial industry since 2020. Matthew holds the Series 66, Series 7, Series 24, and SIE licenses. Matthew has a Chartered Financial Analyst designation. Matthew specializes in financial planning and portfolio management for individuals. Matthew has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
TX
01/13/2021 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 12/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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