Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Matthew Eckman is a financial advisor with Diversified Management Inc. Guy is licensed in Wisconsin and Texas. Guy has been a financial advisor for over 13 years and is a Certified Financial Planner. Guy specializes in Financial Planning and Portfolio Management for Individuals. Guy is also an Investment Advisor Representative for Diversified Management Inc., which provides advisory services for a variety of clients, including individuals, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
08/31/2023 - Present
Diversified Management Inc. (MILWAUKEE WI)
IA
05/26/2020 - 08/09/2023
SECURITIES AMERICA, INC. (WEST DES MOINES IA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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