Unclaimed
Matthew Vorst is a registered investment advisor representative with Sirius Wealth Management Strategies, LLC. Matthew has been in the industry since April 2002 and has experience working with high net worth individuals and other individuals. Matthew is currently registered with the state of Texas. Sirius Wealth Management Strategies, LLC provides financial planning and portfolio management services to individuals. They are a fee-based advisory firm with a focus on helping clients meet 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.
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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TX
09/25/2023 - Present
Sirius Wealth Management Strategies, LLC (MAGNOLIA TX)
CA
04/16/2002 - 05/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 05/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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