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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Turner is a financial advisor who has been in the industry since 2019. Matthew is currently registered with Morgan Stanley and is licensed in Texas and Washington. Matthew has a wide range of experience, having previously worked at RBC Capital Markets, LLC and Cetera Investment Services LLC. Matthew holds several licenses including Series 6, 7TO, 63, and 66 and is a Registered Representative and Investment Advisor Representative. Matthew has expertise in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Matthew is also an officer on the Bainbridge Crest Home Owners Association board and is the sole proprietor/owner of Bainbridge Learning Resources LLC, a consulting firm.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
02/16/2024 - Present
Morgan Stanley (Silverdale WA)
WA
11/15/2021 - 03/01/2024
RBC CAPITAL MARKETS, LLC (BAINBRIDGE ISLAND WA)
WA
08/02/2017 - 12/31/2019
CETERA INVESTMENT SERVICES LLC (BAINBRIDGE ISLAND WA)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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