Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Payne Carr is a financial advisor with Commonwealth Financial Network. Matthew has been in the financial services industry since 1997. Matthew has a Series 63 and a Series 65 license. Matthew also has a Series 7 and a SIE license. Matthew is registered with the state of Maine and 21 other states. Matthew is also an Investment Advisor Representative for Commonwealth Financial Network. Commonwealth Financial Network is a firm that provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. The firm has over $177 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ME
01/16/2015 - Present
Commonwealth Financial Network (Portland ME)
ME
06/01/2009 - 01/27/2015
MORGAN STANLEY (PORTLAND ME)
ME
10/22/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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