Unclaimed
Matthew Robert Farrell is an Investment Adviser Representative with Financial Security Advisory Inc. He is registered with the state of Virginia. Matthew has been in the industry since 2013 and has experience in financial services and mortgage lending. He has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension plans. His firm, Financial Security Advisory Inc., has been in business for many years and has a strong reputation in the community. The firm offers a range of financial services, including financial planning, portfolio management, and wealth management.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
09/03/2021 - Present
Financial Security Advisory Inc. (VIRGINIA BEACH VA)
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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