Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Louis Stay is a financial professional with over 10 years of experience in the financial services industry. Matthew is currently registered with Intellicents Investment Solutions Inc. and holds the Series 3, 7TO, 30 and 66 securities licenses. Matthew is a licensed Investment Advisor Representative in Iowa. Matthew is also a licensed Investment Advisor Representative in Minnesota. Matthew specializes in providing financial planning, investment management and advisory services to individuals, high-net-worth individuals, and corporations. Matthew is committed to providing personalized financial guidance and helping clients reach 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.
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.
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2
MN
01/28/2022 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
BOTH
Issued 09/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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