Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew August Ferrell is a financial advisor with Made Financial Design LLC in Land O' Lakes, Florida. Matthew Ferrell has been in the industry since September 14, 2022. Matthew Ferrell is a Certified Financial Planner. He is registered with FINRA and the state of Florida as a Registered Representative and Investment Advisor Representative. He is also registered in Illinois.
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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FL
01/02/2025 - Present
Made Financial Design LLC (LAND O LAKES FL)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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