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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Henn is a financial advisor with Beacon Pointe Advisors, LLC. Matthew has been in the industry for over 8 years and has experience working with a variety of clients, including individuals, families, businesses, and institutions. He is registered as an Investment Advisor Representative in California and holds the Series 6, Series 63, and Series 65 licenses. Matthew has a strong commitment to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals and objectives.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
08/05/2019 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
02/27/2019 - 07/01/2019
CAPITAL SYNERGY PARTNERS (IRVINE CA)
CA
03/10/2015 - 09/11/2017
QUESTAR CAPITAL CORPORATION (NEWPORT BEACH CA)
CA
03/10/2011 - 01/23/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
IA
Issued 08/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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