Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Neal Garvin is an investment advisor representative with Osaic Wealth, Inc. Matthew has been working in the financial industry for over 23 years and has held multiple certifications including Series 6, 7, 63 and 65. Matthew has expertise in providing retirement goal planning, fixed insurance, fixed annuities, and long-term care insurance. Matthew is currently registered in Florida and is also registered with the Financial Industry Regulatory Authority (FINRA). Matthew is also active in insurance sales and is the owner of GFA Financial Group, LLC. Matthew has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/01/2023 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
04/27/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARWATER FL)
IA
Issued 10/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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