Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sweat is a financial advisor registered with TLG Advisors, Inc. and has been in the industry since 2013. Matthew holds licenses for securities and investment advisory services, and has a broad range of experience serving individuals, families, businesses and retirement plans. Matthew is a highly-skilled financial advisor with a strong track record of helping clients 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.
Placement of institutional funds
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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2
CO
01/05/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
NY
11/23/2020 - 01/06/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
TX
05/28/2019 - 11/20/2020
LION STREET FINANCIAL, LLC (AUSTIN TX)
GA
10/25/2013 - 05/28/2019
M HOLDINGS SECURITIES, INC. (Dublin GA)
GA
02/20/2013 - 10/04/2013
NYLIFE SECURITIES LLC (DUBLIN GA)
IA
Issued 10/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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