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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jay Matthews is a financial advisor with Concurrent Investment Advisors, LLC. Michael is a registered investment advisor in Texas and Virginia. Michael's areas of specialization include retirement planning, estate planning, and investment management. He is passionate about helping his clients achieve their financial goals. Michael has over 20 years of experience in the financial services industry. Prior to joining Concurrent Investment Advisors, Michael worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Next Financial Group.
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.
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.
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VA
12/19/2022 - Present
Concurrent Investment Advisors, LLC (Virginia Beach VA)
VA
12/02/2022 - 05/06/2024
PURSHE KAPLAN STERLING INVESTMENTS (Virginia Beach VA)
TN
01/06/2016 - 12/16/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Murfreesboro TN)
VA
02/03/2003 - 01/07/2016
NEXT FINANCIAL GROUP, INC. (VIRGINIA BEACH VA)
AZ
09/17/1997 - 02/03/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 03/22/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/20/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 02/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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