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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 David Sumrall is a Certified Financial Planner and Investment Advisor Representative with Holland Advisory Services, Inc. in Ormond Beach, FL. Matthew has been in the industry for more than 10 years, and specializes in providing financial advice, financial planning, and portfolio management for individuals. Matthew works with clients of all types, including individuals, corporations, and high-net-worth individuals. Matthew is licensed in Florida.
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.
Personalized portfolio management to meet individual financial objectives.
Financial advice
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
05/11/2021 - Present
Holland Advisory Services, Inc. (ORMOND BEACH FL)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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