Unclaimed
Matthew Stojkov is a financial advisor with Executive Wealth Management, LLC, a firm with over $1 billion in assets under management. Matthew is registered to provide investment advisory services in 18 states. His firm offers a variety of financial services including portfolio management, financial planning, educational seminars, and selection of other advisors. Matthew specializes in working with individuals, high net worth individuals, corporations, and retirement plans.
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
08/23/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
03/26/2018 - 09/10/2021
WOODBURY FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
BOTH
Issued 05/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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