Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephens is a financial advisor with Avantax Advisory Services. Matthew has been in the financial services industry since October 3, 2013. Matthew has a combined state law examination and holds Series 7 and Series 66 securities licenses. Matthew is also a Certified Financial Planner. Matthew has previous experience with Edward Jones, Morgan Stanley, BBVA Securities, and HD Vest. Matthew is registered to provide investment advice in Florida, Louisiana, Oklahoma, Texas, and Virginia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
11/24/2020 - Present
Avantax Advisory Services (Benton LA)
LA
07/22/2019 - 08/11/2020
AVANTAX INVESTMENT SERVICES, INC. (Shreveport LA)
LA
05/24/2019 - 07/09/2019
EDWARD JONES (SHREVEPORT LA)
LA
07/18/2016 - 03/01/2019
HD VEST INVESTMENT SERVICES (Bossier City LA)
TX
02/09/2016 - 06/10/2016
MORGAN STANLEY (DALLAS TX)
TX
01/12/2015 - 11/25/2015
BBVA SECURITIES INC. (DALLAS TX)
TX
02/07/2013 - 12/15/2014
EDWARD JONES (DALLAS TX)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Stephens is the right advisor for you? Invested Better is here to help.
