Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCarthy is an investment advisor representative at Fisher Investments. Matthew has been in the financial services industry for 7 years. Matthew has a Series 65 license and is registered in Florida. Matthew specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Matthew has experience working with a variety of clients, including high net worth individuals, charitable organizations, insurance companies, and investment companies. Matthew has also worked with pension and profit sharing plans, corporations, state or municipal government entities, and sovereign wealth funds.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
04/06/2022 - Present
Fisher Investments (TAMPA FL)
IA
Issued 03/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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