Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert West is a financial advisor with Kestra Private Wealth Services, LLC. Matthew has been working in the financial industry since 1995 and has a strong track record of success. Matthew is committed to providing his clients with personalized financial advice and guidance. Matthew holds a Series 7, Series 31, Series 63, and Series 65 license. Matthew is also a Certified Financial Planner. Matthew's experience, expertise, and commitment to his clients make him a valuable resource for individuals and families seeking financial advice.
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.
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
GA
10/05/2022 - Present
Kestra Private Wealth Services, LLC (Roswell GA)
GA
01/04/2008 - 10/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/02/2001 - 01/11/2008
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
11/14/1995 - 02/09/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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