Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Belardes is a financial advisor with Independent Financial Group, LLC. Matthew has been in the financial services industry since 2006 and has a broad range of experience in portfolio management, financial planning, and retirement planning. Matthew holds the Series 6, 7, 3, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Matthew has worked for several financial institutions, including Wells Fargo Clearing Services, LLC, Credit Suisse Securities (USA) LLC, Morgan Stanley, and Citigroup Global Markets Inc. Matthew is committed to providing personalized financial advice to help individuals and families reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
10/05/2016 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
12/10/2013 - 06/09/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN DIEGO CA)
CA
06/01/2009 - 01/03/2014
MORGAN STANLEY (SAN DIEGO CA)
CA
01/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
07/03/2006 - 01/10/2008
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
MN
01/19/2006 - 04/13/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 03/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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