Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Essmann is a registered investment advisor representative with Corecap Advisors. Matthew has been in the securities industry since September 2009. Matthew is registered with the state of Michigan and has been a registered representative of Corecap Advisors since February 2016. Matthew provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MI
09/30/2016 - Present
Corecap Advisors (SOUTHFIELD MI)
MI
09/03/2009 - 02/12/2016
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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