Unclaimed
Matthew Snellings is an investment advisor representative at Pierson Wealth Management in Atlanta, GA. Matthew has been in the industry since 2013 and holds a Series 65 license and the SIE exam. Matthew is also an insurance agent and works with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew's primary focus is on providing financial planning 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.
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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GA
02/16/2023 - Present
Pierson Wealth Management (ATLANTA GA)
IA
Issued 02/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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