Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthews? Claim Your ProfileMatthews Barnett is a financial advisor at Mercer Global Advisors Inc. Matthews has over 10 years of experience in the financial services industry. Matthews is a Certified Financial Planner and a Chartered Financial Consultant. Matthews is also registered with the state of Georgia as an Investment Advisor Representative. Prior to joining Mercer Global Advisors Inc., Matthews was with Northwestern Mutual Investment Services, LLC, VALIC Financial Advisors, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC. Matthews is committed to providing clients with personalized financial advice and planning services to help them reach their financial goals.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
CO
07/31/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
GA
04/25/2019 - 10/29/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
03/29/2018 - 04/04/2019
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
09/12/2016 - 12/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/28/2013 - 01/21/2016
MML INVESTORS SERVICES, LLC (MACON GA)
IA
Issued 11/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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