Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ross Byer is a financial advisor who has been in the industry since 2000. Matthew is currently registered with Spectrum Asset Management, Inc. Matthew is also registered as an investment advisor in Connecticut and Texas. Matthew has passed several industry exams, including the Series 3, Series 63, Series 65, and Series 7 exams. Prior to joining Spectrum Asset Management, Inc., Matthew worked at A. G. Edwards & Sons, Inc. in St. Louis, Missouri.
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.
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.
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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CT
04/11/2023 - Present
Spectrum Asset Management, Inc. (STAMFORD CT)
MO
10/21/1998 - 04/28/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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