Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Agius is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and has also previously held positions with Securities America, Inc., Foothill Securities, Inc., LPL Financial LLC, Chase Investment Services Corp., WAMU Investments, Inc., Wells Fargo Investments, LLC, and Citigroup Global Markets Inc. Matthew holds the Series 6, 7, 24, 63, and 65 licenses and offers a range of financial planning and advisory services. Matthew is committed to providing personalized and comprehensive financial advice to help individuals and families 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.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LOS GATOS CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Belmont CA)
CA
06/27/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (PALO ALTO CA)
CA
05/06/2009 - 07/06/2011
LPL FINANCIAL LLC (BURLINGAME CA)
CA
05/02/2009 - 05/07/2009
CHASE INVESTMENT SERVICES CORP. (SANTA CLARA CA)
CA
04/08/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SANTA CLARA CA)
CA
07/26/2007 - 04/07/2008
WELLS FARGO INVESTMENTS, LLC (LIVERMORE CA)
CA
05/29/2007 - 08/04/2007
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
CA
12/15/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN MATEO CA)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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