Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Woodsford is an experienced financial advisor with over 10 years in the industry. Matthew is currently registered with Commonwealth Financial Network and has held previous registrations with TD Ameritrade, Inc., VALIC Financial Advisors, Inc., Principal Securities, Inc., and Waddell & Reed. Matthew specializes in providing financial planning and portfolio management for individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans. Matthew is a highly qualified advisor with the Series 63, Series 65, Series 7, and SIE licenses. Matthew is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2025 - Present
Commonwealth Financial Network (Fresno CA)
CA
10/15/2019 - 07/29/2024
TD AMERITRADE, INC. (FRESNO CA)
CA
12/12/2017 - 10/18/2019
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
09/14/2016 - 10/06/2017
PRINCIPAL SECURITIES, INC. (Fresno CA)
CA
12/21/2015 - 09/08/2016
VALIC FINANCIAL ADVISORS, INC. (FRESNO CA)
CA
01/27/2015 - 09/08/2015
WADDELL & REED (SAN MATEO CA)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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