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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 Watkins is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Morgan Stanley in Atlanta, GA and Texas. Matthew previously worked with Foreside Fund Services, LLC and Tangent Capital Partners, LLC, where they provided investment advice and portfolio management. Matthew is also a registered investment advisor in Georgia and Texas, and has a broad range of experience in financial planning, asset allocation, and portfolio management. Matthew specializes in working with high-net-worth individuals, families, and institutions.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/17/2022 - Present
Morgan Stanley (Atlanta GA)
ME
01/04/2016 - 05/09/2019
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NJ
04/20/2015 - 12/31/2015
TANGENT CAPITAL PARTNERS, LLC (SHORT HILLS NJ)
GA
06/01/2009 - 04/14/2015
MORGAN STANLEY (ATLANTA GA)
NY
03/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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