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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Boersen is a financial advisor with Straight Path Wealth Management, based in Jenison, MI. Matthew has been in the industry since 2009 and holds the Series 7, 63, and 65 licenses. He is a Certified Financial Planner and has been a Board Director for the CMA Board since 2015. Matthew specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
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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MI
11/19/2021 - Present
Straight Path Wealth Management (JENISON MI)
MI
08/12/2009 - 07/16/2013
SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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