Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Smith is a financial advisor at Fiducient Advisors Llc. Matthew has been a registered representative since 2009 and holds licenses in Connecticut. Matthew is also a Chartered Financial Analyst. Matthew has experience in investment consulting for individuals and non-profit organizations. In addition to financial planning, Matthew has expertise in portfolio management for individuals, pension consulting, and publication of periodicals.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/12/2021 - Present
Fiducient Advisors LLC (CHICAGO IL)
CT
08/18/2010 - 06/30/2015
VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)
MO
11/13/2009 - 01/06/2010
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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