Matthew Sylvester (CRD# 4741562) is an Investment Advisor Representative working at Saffron Consulting Services LLC in Chandler, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homes Direct | Chandler, AZ | Sep 2018 - Current | 5 |
| Dba Matthew R Sylvester, Self Employed | Gilbert, AZ | Dec 2008 - Current | 15 |
| Alta Cima / The Home Outlet | Chandler, AZ | Sep 2016 - Sep 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- AZ
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$360,532
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
AZ
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