Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Turner is a financial advisor and has been with Selective Wealth Management, Inc. since November 2018. Matthew holds a Series 7, Series 63, and Series 65 license. Matthew also works for Strategic Funding, LP, a nonbank lender specializing in business use real estate. In addition to working as a financial advisor, Matthew is also a Certified Financial Planner. Matthew has been in the financial services industry since 2004.
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.
A percentage of the total value of assets under management is charged.
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VA
11/27/2018 - Present
Selective Wealth Management, Inc. (FOREST VA)
MO
01/30/2004 - 02/13/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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