Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Weiss is a financial advisor with Fisher Investments in Plano, Texas. Matthew has been in the industry since 2004, and has a diverse background in financial services. Previously, Matthew worked at UBS, E*TRADE Securities, Morgan Stanley and Merrill Lynch. Matthew's background, along with his industry certifications, provide him with the skills and experience to assist clients with a wide range of financial needs.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
02/07/2024 - Present
Fisher Investments (PLANO TX)
NJ
01/07/2022 - 01/31/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
03/24/2020 - 09/03/2020
E*TRADE SECURITIES LLC (HOUSTON TX)
TX
05/09/2018 - 03/10/2020
MORGAN STANLEY (HOUSTON TX)
CA
10/18/2004 - 04/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
BOTH
Issued 06/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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