Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul Karpas is a registered Investment Advisor Representative with Sequoia Financial Group, LLC. Matthew holds the Series 65 and Series 2 licenses, having passed the Uniform Investment Adviser Law Examination in June 1995 and the Non-Member General Securities Examination in June 1995. Matthew's primary office is in Litchfield, CT. Matthew specializes in working with High Net Worth Individuals, Corporations or Businesses, Individuals other than High Net Worth and Charitable Organizations. Matthew is also active in providing services for Pension and Profit Sharing plans, Pooled Investment Vehicles and Investment Companies. Matthew is also a registered Investment Advisor Representative with Sequoia Financial Group, LLC in Akron, OH.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
01/09/2025 - Present
Sequoia Financial Group, LLC (Litchfield CT)
IA
Issued 06/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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