Client Forms

Matthew Williams holds the following licenses: FINRA Series 7 General Securities Registered Representative, Series 6 Investment Company Variable Contracts Representative, Series 63 Uniform Securities State Agent, Series 65 Investment Advisor Representative, and Group 1 Life, Health, Disability and Variable Annuity.

Matthew R Williams is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, MemberFINRA/SIPC, a Licensed Insurance Agency (512) 329-4200. In this regard, this communication is strictly intended for individuals residing in the states of CA (license number 4255346), CO, DC, IL, KY, NC, PA, TX. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew R Williams is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, NC, DC, TX. No insurance business may be conducted outside the specific states referenced.

Matthew Williams is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AZ, CO, DC, KS, NC, NY, RI. As such, these services are strictly intended for individuals residing in these states.

WWS Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal or accounting advice. 

Matthew R Williams is licensed to offer mutual funds and variable products. Market Watch is provided for informational purposes and is not considered an offering of securities.

Matthew Williams is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company.