Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Havens is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cambridge Investment Research Advisors, Inc. and Global Vision Advisors in Massachusetts and Texas. Matthew Havens has a wide range of experience, specializing in various areas, including retirement planning, investment management, and estate planning. Matthew Havens is committed to providing personalized financial advice and working closely with his clients to achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
MA
11/05/2018 - Present
Cambridge Investment Research Advisors, Inc. (NORWELL MA)
MA
02/01/1999 - 06/18/2007
A. G. EDWARDS & SONS, INC. (NORWELL MA)
MN
07/28/1993 - 01/08/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1993 - 01/08/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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