Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Holmes-hackerd is a registered investment advisor representative with Zacks Investment Management, Inc. Mathew is registered in Connecticut. Mathew has been in the industry since at least February 2024. Mathew has a Series 65 license. Zacks Investment Management, Inc. provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also creates and manages quantitative investment models that are licensed to sponsors of UITS and ETFS.
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.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
11/12/2024 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
Active
Inactive
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