Unclaimed
Matthew Ryan Foxhall is a financial advisor with 49 Financial. Matthew has been working in the financial industry since 2004 and has a variety of experience in investment advisory services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Matthew holds a Series 7, Series 24, and Series 63 licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/24/2023 - Present
49 Financial (AUSTIN TX)
FL
04/08/2022 - 01/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Jacksonville FL)
NC
03/23/2004 - 03/17/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 07/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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