Unclaimed
Matthew Powers is a financial advisor at Hightower Advisors, LLC. He is a Certified Financial Planner® professional with over 14 years of experience in the financial services industry. Matthew has a broad range of experience in financial planning, portfolio management, and investment advisory services. He specializes in working with individuals, families, and businesses to develop personalized financial plans and investment strategies. Matthew has a deep understanding of the financial markets and a commitment to helping 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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/29/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
03/31/2010 - 11/03/2015
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
08/06/2007 - 03/03/2010
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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