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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Scott Troutner is a financial advisor with over 30 years of experience in the industry. Matthew Scott Troutner is registered with United Planners' Financial Services of America A Limited Partner and Profed Financial Advisors. Matthew Scott Troutner has experience working with individuals, high-net-worth individuals, and institutions. Matthew Scott Troutner is a Series 7, Series 63, Series 24, Series 53, and Series 3 licensed advisor. Matthew Scott Troutner provides financial planning, portfolio management, and pension consulting services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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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2
IN
06/03/2021 - Present
United Planners' Financial Services OF America A Limited Partner (FORT WAYNE IN)
IN
10/09/1995 - 06/07/2021
CETERA ADVISOR NETWORKS LLC (FT. WAYNE IN)
NJ
10/26/1992 - 10/07/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/23/1989 - 11/12/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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