Unclaimed
Axel Herbert Flichtbeil is an Investment Advisor Representative with Matisse Capital. Axel is a seasoned professional in the financial industry, having worked with a number of firms over the years. Axel holds a Series 63, 65, 66 and 7 licenses and has been in the industry since 1994. Axel provides financial planning, pension consulting and portfolio management services. Axel is committed to providing individualized guidance to help clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
04/07/2015 - Present
Matisse Capital (PORTLAND OR)
WA
08/24/1994 - 11/18/1997
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MO
03/02/1994 - 08/25/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 05/21/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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