Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Winston Sheirer is a registered representative with Principal Securities, Inc. Matthew has been in the financial services industry since 2000 and has a strong understanding of the markets. Matthew is dedicated to helping clients reach their financial goals. Matthew specializes in working with individuals, high-net-worth individuals, corporations, and pension plans. Matthew is committed to providing his clients with personalized service and sound financial advice.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/28/2020 - Present
Principal Securities, Inc. (West Des Moines IA)
NY
01/22/2004 - 07/30/2004
W.J. BONFANTI, INC. (NEW YORK NY)
NY
08/16/2000 - 01/22/2004
NEUBERGER BERMAN, LLC (NEW YORK NY)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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