Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clayton Daniel is a financial advisor with Seneca House Advisors. Matthew has been in the financial services industry since June 2009. He is a Certified Financial Planner™ professional, and his practice specializes in providing financial planning and investment management services to individuals and families. Matthew holds Series 7 and Series 66 securities licenses, and he is registered with the state of Virginia and Texas. Matthew also has experience in business accounting and expenses.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of retirement plan assets under advisement
1
2
VA
08/05/2015 - Present
Seneca House Advisors (RICHMOND VA)
VA
08/13/2009 - 08/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 10/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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