Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McManus is a financial advisor with over 10 years of experience in the industry. Matthew holds the Series 7, Series 31, and Series 66 licenses. Matthew is currently registered with Optivest, Inc., and is also a Certified Financial Planner. Matthew previously worked at MML Investors Services, LLC, MSI Financial Services, Inc., LPL Financial LLC, United Planners' Financial Services of America A Limited Partner, and Stifel, Nicolaus & Company, Incorporated. Matthew offers advisory services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Matthew specializes in investment advisory services, portfolio management for businesses and individuals, and financial planning.
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.
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.
Family office services and consultative and concierge services
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
12/11/2018 - Present
Optivest, Inc. (DANA POINT CA)
CA
03/25/2017 - 12/05/2018
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
09/17/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MI
08/11/2011 - 09/25/2012
LPL FINANCIAL LLC (BINGHAM FARMS MI)
CA
05/25/2011 - 07/18/2011
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SEAL BEACH CA)
CA
03/24/2009 - 05/26/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN JUAN CAPISTRANO CA)
CA
10/03/2008 - 03/26/2009
WACHOVIA SECURITIES, LLC (IRVINE CA)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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