Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Apodaca is a financial advisor who has been in the industry since August 2009. Matthew is currently registered with Money Concepts Capital Corp. in California as a Registered Representative. Matthew is also registered with the states of Arizona, Arkansas, California, District of Columbia, Florida, Idaho, Missouri, Nevada, New York, Oregon, Pennsylvania, Texas and Washington. Matthew specializes in providing financial planning, portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
FL
07/01/2011 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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