Unclaimed
Matthew Dorband is a financial advisor registered with the state of California as an Investment Advisor Representative. He currently works with AMI Asset Management Corp. Matthew has been a financial advisor since July of 2012 and holds the Series 65 and Series 66 licenses. Matthew specializes in providing investment advice to individuals, corporations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model based programs
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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CA
01/01/2025 - Present
AMI Asset Management Corp. (LOS ANGELES CA)
IA
Issued 06/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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