Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Barnett is an active investment advisor representative with Usaa Investment Services Co.. Matthew Michael Barnett has been in the industry since October 17, 2014. Matthew Michael Barnett is registered in 53 states and the District of Columbia as a broker-dealer. Matthew Michael Barnett is also registered as an investment advisor representative in Florida and Texas. Matthew Michael Barnett has a Series 63, Series 65, Series 7, and Series 6 licenses. Matthew Michael Barnett is currently employed at Usaa Investment Services Co.. Matthew Michael Barnett also has experience with Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., and J.P. Morgan Securities LLC. Matthew Michael Barnett's specializations include 1.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
05/02/2024 - Present
Usaa Investment Services Co. (TAMPA FL)
FL
03/01/2024 - 04/24/2024
J.P. MORGAN SECURITIES LLC (Punta Gorda FL)
FL
04/22/2022 - 07/28/2023
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
FL
11/21/2017 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYONET POINT FL)
FL
03/16/2016 - 06/16/2017
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
10/04/2013 - 03/16/2016
WELLS FARGO ADVISORS, LLC (NORTH PORT FL)
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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