Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Westberry is a financial advisor at SCF Investment Advisors, Inc. based in Marion, Iowa. Matthew has been in the financial services industry since 2005 and has held previous positions with LPL Financial LLC and Cambridge Investment Research, Inc.. Matthew's financial planning experience includes retirement planning, college savings, and estate planning. Matthew is registered with the Securities and Exchange Commission (SEC) and is also a registered investment advisor in Iowa and Texas.
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.
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
IA
03/01/2022 - Present
SCF Investment Advisors, Inc. (MARION IA)
IA
08/10/2018 - 03/28/2022
LPL FINANCIAL LLC (CEDAR RAPIDS IA)
IA
06/16/2008 - 09/07/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
06/22/2005 - 06/16/2008
NATIONAL PLANNING CORPORATION (CEDAR RAPIDS IA)
IA
Issued 03/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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