Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Merwin is a financial advisor with over 40 years of experience in the industry. Matthew has a Series 7, 24, 27, 53, 63, 99 and SIE license. Matthew is a Certified Financial Planner. Matthew is currently registered with Financial Management Network Inc., and has been with the firm since 1991. Matthew was previously registered with SUNAMERICA SECURITIES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and PML SECURITIES COMPANY. Matthew's primary focus is on providing investment advice to individuals, corporations, and pension plans.
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.
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.
Quarterly fees
1
2
FL
03/22/2007 - Present
Financial Management Network Inc. (ORLANDO FL)
AZ
03/01/1991 - 06/14/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
02/21/1989 - 02/26/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
06/22/1983 - 03/08/1989
PML SECURITIES COMPANY
BC
Issued 02/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Merwin is the right advisor for you? Invested Better is here to help.
