Unclaimed
Matthew Hand is a financial advisor with over 7 years of experience in the industry. Matthew has a strong background in both investment advisory and brokerage services. Matthew is currently registered with Newedge Advisors, a firm with over $10 billion in assets under management. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individual clients, corporations, and other institutions. Matthew has a Series 66, Series 7 and SIE license. Matthew is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
1
2
MN
02/20/2018 - Present
Newedge Advisors (Chaska MN)
MN
07/25/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (CHASKA MN)
BOTH
Issued 08/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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