Unclaimed
Matthew David Haas is an Investment Advisor Representative with Sowell Management. Matthew has been in the industry since 2018. Matthew is registered with the state of Arkansas and Florida. Matthew also holds a Series 65 license. Matthew is also licensed as an insurance agent. Matthew's experience is in providing financial planning, investment advisory services, and merchant services consulting.
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.
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.
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AR
10/29/2024 - Present
Sowell Management (NORTH LITTLE ROCK AR)
IA
Issued 04/09/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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