Matthew H. McClure
Financial Consultant
- Role
- Financial Consultant at Equitable Advisors
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Matthew H. McClure
I started with my current financial services firm in San Diego, a year after graduating from UC San Diego, where I was a member of the NCAA Men\'s Soccer Team. I joined the financial services industry because of the opportunity to grow as a person, and into a career with so many possibilities. I work to provide freedom and flexibility for me, and the individuals I work with. Before entering the industry, I acquired the FINRA Series 7 & 66 licenses, as well as the CA Life & Health Insurance licenses.This allows me to assist individuals and businesses in setting up investment or retirement portfolios, as well as personal insurance. As a licensed financial professional, my team and I specialize in adding clarity and simplicity to client\'s lives. By utilizing our team I can implement investment accounts, or insurance programs to improve or solve financial problems. My commitment to ongoing education & achievement is highlighted by currently working towards a Certified Financial Professional, CFP, designation.
Experience
Financial Consultant
Jan 2020 — Present · CA
Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (21••••••00), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY)(Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America)(an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC,(Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice.
Education
University of California San Diego
Bachelor of Science (B.S.), Management Science Major, American History Minor
2011 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.