Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Haile is an investment advisor representative with SCF Investment Advisors, Inc. Matthew has been in the financial services industry since 2016. Matthew is registered with the state of Texas and offers a range of financial services to individuals, businesses, and charitable organizations. Matthew's expertise lies in financial planning, portfolio management, and providing guidance on retirement planning. Matthew's experience with Northwestern Mutual Investment Services, LLC and First Allied Securities, Inc. has given Matthew a strong foundation in the financial services industry.
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.
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2
CA
05/26/2021 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
TX
11/13/2020 - 04/21/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Frisco TX)
OK
04/18/2017 - 08/14/2020
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
06/28/2016 - 04/13/2017
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 08/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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