Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Siegel is a financial advisor with Mercer Global Advisors Inc. He is based in Denver, Colorado. Matthew has over 10 years of experience in the financial services industry. He holds the Series 63, Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Matthew specializes in working with high net worth individuals, families, and businesses. He provides a comprehensive range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. Matthew is dedicated to helping his 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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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2
CO
12/08/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
WA
12/19/2022 - 11/06/2023
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
10/09/2018 - 08/25/2022
COMMONWEALTH FINANCIAL NETWORK (Bellevue WA)
WA
02/22/2016 - 10/12/2018
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
07/14/2009 - 05/08/2012
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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