Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Guyette is a registered investment advisor representative with Planmember Securities Corp. Matthew has been in the financial services industry since July 17, 2003. Matthew has passed the Series 63, Series 66, and Series 7 exams. Matthew is also licensed in Oregon and Texas. Matthew's previous experience includes positions with Edward Jones, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Matthew is currently registered with Planmember Securities Corp. in Oregon and Texas. Matthew is also registered with the state of Virginia. Matthew specializes in providing financial planning, investment advisory, and insurance sales services to individuals, families, and businesses. Matthew is also a licensed insurance agent and provides life, variable, and health insurance products.
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.
Provides investment supervisory services
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.
1
2
CA
04/27/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
OR
10/05/2018 - 04/28/2021
EDWARD JONES (SALEM OR)
OR
10/01/2012 - 10/12/2018
J.P. MORGAN SECURITIES LLC (SALEM OR)
OR
01/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVERTON OR)
OR
06/30/2006 - 12/23/2009
AXA ADVISORS, LLC (PORTLAND OR)
MN
01/29/1999 - 12/15/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
03/12/1996 - 04/18/1997
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BOTH
Issued 07/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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