Matthew
Ames

Unity Wealth Partners

CRD#5517166
Investment Advisor
in Orange, CA

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About this Advisor

Matthew Ames is a financial advisor who works out of Orange, California, who has 2 years of relevant experience. Ames is an advisor for Unity Wealth Partners. Over the course of their career, they have held roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Crown Capital Securities, Lp, Unity Wealth Partners LLC, Dfpg Investments, LLC and Unity Wealth Partners, LLC. Ames maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Unity Wealth Partners is a company with a branch in Orange, California.

Certifications and Registrations

Series 66

Years Registered*

2 years

Office Location

4050 W. Metropolitan Dr. Suite 150
Orange, CA 92868

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Matthew Ames Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Unity Wealth Partners LLC

2021 - Present (3 years)

Unity Wealth Partners, LLC

2021 - 2022 (1 year)

Dfpg Investments, LLC

2018 - 2019 (1 year)

Crown Capital Securities, Lp

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America N.A

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2014 - 2016 (2 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Ames to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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