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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 currently works with Wealthpenn.comllc. Matthew is a registered investment advisor in Georgia and Texas. Matthew has previously worked with Foreside Fund Services, LLC, Tangent Capital Partners, LLC, Morgan Stanley and Citigroup Global Markets Inc. Matthew holds the Series 7, Series 66, Series 79TO, and SIE licenses. Matthew specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Matthew provides financial planning, asset allocation, investment management, and pension consulting services.
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 5/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2007
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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