Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Worthington is a financial advisor with over 10 years of experience in the industry. Matthew is a registered representative of Eagle Strategies LLC and holds Series 7 and 66 licenses. Matthew is licensed to provide financial advice in 27 states and the District of Columbia. Matthew specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. He offers a variety of financial planning services, including investment management, retirement planning, and estate planning. Matthew also offers educational seminars and publications to help clients better understand financial concepts and make informed decisions. Matthew is committed to providing personalized financial advice to help clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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VA
07/12/2013 - Present
Eagle Strategies LLC (VIENNA VA)
MD
04/18/2012 - 09/27/2012
METLIFE SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 6/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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