Matthew Frey
Financial Advisor CFP® at Money Concepts
- Role
- Financial Advisor Cfp at Money Concepts
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Matthew Frey
As a Registered Representative and a Certified Financial Planner – CFP®, I have been…
Experience
Financial Advisor Cfp
Jun 2009 — Present
I Provide Financial Planning Services with Money Concepts, which is an independent broker dealer. As an Independent Financial Advisor, I have complete access to the various fee based offerings in the industry. I am able to tailor make plans to help my clients with the thing they want to do, and accomplish the goals they want to accomplish. Disclaimer Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC© 19••••10 Money Concepts International Inc.
Skills
- Retirement
- Certified Financial Planner
- Financial Analysis
- Investments
- Financial Reporting
- Wealth Management
- Accounting
- Valuation
- Series 7
- Investment Strategies
- Strategic Financial Planning
- Investment Advisory
- Series 63
- Retirement Planning
- Strategic Planning
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