Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Barnes is a financial advisor with over 30 years of experience in the industry. Matthew is currently registered with United Planners' Financial Services of America A Limited Partner and Profed Financial Advisors. Matthew has held previous registrations with CETERA ADVISOR NETWORKS LLC and FIRST PACIFIC CAPITAL CORPORATION. Matthew has a Series 6, 7, 63, and 65 license as well as the SIE. Matthew specializes in financial planning, pension consulting and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
AZ
06/05/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IN
09/17/1990 - 06/07/2021
CETERA ADVISOR NETWORKS LLC (FT. WAYNE IN)
NA
06/14/1990 - 09/24/1990
FIRST PACIFIC CAPITAL CORPORATION
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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