Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Farmer is an Investment Advisor Representative associated with Retirement Planners Of America. Matthew Farmer is also registered as an Investment Advisor Representative in Texas. Matthew Farmer has been in the securities industry for 5 years and has experience with NYLIFE SECURITIES LLC in Spring, Texas and New York Life Insurance Company. Matthew Farmer is also associated with Perry Homes and Alief ISD. Matthew Farmer also provides Insurance Broker services outside of the securities industry.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/19/2023 - Present
Retirement Planners OF America (Houston TX)
TX
01/22/2018 - 02/23/2023
NYLIFE SECURITIES LLC (SPRING TX)
IA
Issued 04/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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