Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Saneholtz is a financial advisor with Tobias Financial Advisors in Plantation, Florida. Matthew has been a registered representative since 2002, and has earned the Series 7 and Series 55 licenses. Matthew is also a Certified Financial Planner and Chartered Financial Analyst. Matthew specializes in retirement planning and portfolio management for individuals and high-net-worth 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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory service
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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FL
01/04/2016 - Present
Tobias Financial Advisors (PLANTATION FL)
NY
09/24/2002 - 10/24/2003
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 11/22/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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