Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandre? Claim Your ProfileAlexandre Matti is a registered Investment Advisor Representative with Helvetia Wealth Management. Alexandre is located in Jasper, GA and is currently licensed to provide advisory services in Georgia. Alexandre has been in the financial industry since 2015 and has held a number of roles in the financial services industry, including positions with Thrivent Investment Management Inc and Cherokee County Toyota. Alexandre holds the Series 66, Series 7TO, and SIE licenses, and has experience in financial planning and portfolio management. Alexandre has expertise in working with individuals, and offers a variety of advisory services including financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
08/09/2024 - Present
Helvetia Wealth Management (JASPER GA)
GA
08/16/2023 - 11/07/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Alpharetta GA)
BOTH
Issued 09/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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