Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Collington is an investment advisor representative with Edelman Financial Engines. Matthew holds the Series 65, Series 6TO and SIE licenses. Matthew has been in the financial industry for over 2 years. Previously, Matthew worked at Raymond James & Associates, Inc. and Trinity Wealth Securities, L.L.C. Matthew is registered to provide investment advice in Florida, Texas and Arizona. Matthew is a graduate of Florida State University.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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FL
06/29/2022 - Present
Edelman Financial Engines (ST. PETE BEACH FL)
FL
09/22/2021 - 06/24/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/24/2020 - 07/12/2021
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
IA
Issued 08/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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