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Matthew Krueger is an investment advisor representative with Darwin Wealth Management, LLC. Matthew is a registered investment advisor in Florida. Matthew has been in the industry since March 2012. Matthew has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Matthew has worked with several firms during his career including Avianca Capital Management, LLC, James Alpha Advisors, LLC, Global Financial Private Capital, LLC, and Darwin Wealth Management, LLC. Matthew specializes in working with individuals and high net worth individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/14/2022 - Present
Darwin Wealth Management (Sarasota FL)
IA
Issued 10/29/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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