Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Casey is a financial advisor with Independent Financial Partners. Matthew has been in the financial industry for over 2 years. Matthew has passed the General Securities Representative Examination, the Securities Industry Essentials Examination and the Uniform Combined State Law Examination. Matthew has been registered with FINRA since January 2023. Matthew provides financial planning, pension consulting, educational seminars, and non-discretionary investment advice to clients. Matthew is registered to provide investment advisory services in Florida, Tennessee and Texas. Matthew also owns and operates AnchorPoint Wealth, which provides planning and advisory services to clients.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TN
02/19/2025 - Present
Independent Financial Partners (Chattanooga TN)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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