Unclaimed
Matthew Allen Bures is an investment advisor representative associated with Strategic Wealth Partners, Ltd. and SWP Investment Management LLC, both located in Independence, Ohio. Matthew has been in the securities industry since September 2007. Matthew is registered with the state of Ohio as well as Michigan, North Carolina, and Pennsylvania. Matthew has passed the Series 65 exam. The advisor specializes in working with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Matthew is focused on providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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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OH
11/22/2022 - Present
Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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