Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dale Danmyer is a financial advisor with Montgomery Financial, located in Ocean City, MD. Matthew has been in the industry since February 2016. Matthew holds Series 66, Series 7TO, SIE, and Series 7 licenses and is registered to provide investment advice in Delaware and Maryland.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Co-advisor fees
1
2
MD
01/07/2022 - Present
Montgomery Financial (OCEAN CITY MD)
MD
02/14/2017 - 01/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALISBURY MD)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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