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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cyril Staub is an Investment Advisor Representative at Psi Capital Management. Matthew has been in the industry since September 2011 and has a Series 65 license. Matthew Staub is registered in Pennsylvania and Texas and is currently active in both states. Psi Capital Management provides financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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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PA
12/17/2020 - Present
PSI Capital Management (LANCASTER PA)
IA
Issued 09/10/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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