Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pontes is a financial advisor registered with Cambridge Investment Research Advisors, Inc. and holds a Series 65 license. Matthew has been in the financial services industry since 2009. Matthew is currently registered in Arizona, Texas and the Virgin Islands. Matthew has experience with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Matthew specializes in financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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AZ
01/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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