Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Matson is an investment advisor representative registered with Creative Financial Designs, Inc. based in Kokomo, Indiana. Stephen has been in the financial industry since April 1999 and has held Series 6, 63, and 65 licenses, as well as the SIE exam. Stephen has worked with individuals, businesses, and charitable organizations. Stephen is a registered investment advisor representative in several states, including Florida, Hawaii, Idaho, Iowa, Kentucky, Ohio, South Carolina, and Virginia. Stephen also works with Matson Insurance Agency, Inc. which provides life insurance, health insurance, and fixed annuities. Stephen is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to their rules and regulations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IN
09/08/2004 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MN
08/01/2001 - 09/03/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
CA
04/05/1999 - 08/03/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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