Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McMahan is a financial advisor with Aegis Wealth Management, LLC, a registered investment advisory firm based in Maitland, Florida. Matthew has been a registered investment advisor for over 5 years. He is a Certified Financial Planner (CFP) and holds both Series 65 and Series 7 licenses. Matthew has experience providing investment advice to a variety of clients, including individuals, corporations, and high-net-worth individuals. He works closely with his clients to develop customized financial plans that meet their individual needs. Matthew also provides financial planning services, such as retirement planning, college savings planning, and estate planning.
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.
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.
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FL
02/23/2018 - Present
Aegis Wealth Management, LLC (MAITLAND FL)
FL
01/01/2016 - 07/03/2019
VISION BROKERAGE SERVICES, LLC (MAITLAND FL)
IA
Issued 08/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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