Financial Management Network, Inc. --- Creating and Managing Wealth |
||
Matthew S. Merwin, CFP®, PresidentPresident
Phone: (949) 455-0300 Matt is the President of Financial Management Network, Inc. He has been in the financial services industry since 1982. He earned his Bachelors of Science Degree in Business and Finance from California University, Chico, and is currently pursuing a graduate degree in financial planning. Matt holds a Series 7, 24, 27, 53, and 63 license and is the President, a Registered Representative and Registered Securities Principal with FMN Capital Corporation. He earned his Certified Financial Planner designation through the College for Financial Planning in Denver, Colorado. Matt is a member of the Financial Planners Association as well as the National Association of Life Underwriters. He was the host of "Financial Planning and Your Business" on radio and has been a featured speaker at numerous seminars. His education and experience qualify him as an expert on estate planning, money management and comprehensive financial advisement. As a financial planner, Matt uses his talent to help people achieve their financial goals. He feels a deep attachment to his work and his clients, making sure to personally involve himself with every client. Whether it's watching an investment grow or giving advice that saves the client money, Matt's biggest reward is seeing his clients succeed in reaching their financial goals.
|
||
|
26041 Acero Phone: (949) 455-0300 |
Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
NOTICE OF IDENTITY VERIFICATION
To help the government fight the funding of terrorism and money-laundering activities, and to verify your identity, federal law requires that FMN Capital Corporation (FMN) and/or National Financial Services LLC (NFS) obtain your name, date of birth, address, and a government-issued identification number before opening your account. In certain circumstances, FMN and/or NFS may obtain and verify this information with respect to any persons(s) authorized to effect transactions in an account. For certain entities, such as trusts, estates, corporations, partnerships, or other organizations, identifying documentation is also required. Your account may be restricted and/or closed if FMN and/or NFS cannot verify this information. FMN and/or NFS will not be responsible from any failure to provide this information, or from any restriction placed upon, or closing of, your account.