Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Walters is a financial advisor with Avantax Investment Services, Inc. Matthew has been in the financial services industry since June 1999. Matthew's primary office is located in Los Gatos, California. Matthew holds the Series 63, Series 7 and SIE licenses. Matthew is registered with the state of California and Massachusetts.
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.
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.
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CA
06/09/1999 - Present
Avantax Investment Services, Inc. (LOS GATOS CA)
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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