Unclaimed
Matthew Eilers is a financial advisor registered with Foundations Investment Advisors LLC and licensed in Michigan. Matthew holds the Series 7 and 66 securities licenses and the SIE exam. Matthew has been in the industry since 2008 and has experience with USA Financial Securities Corporation. Matthew currently provides financial planning and investment advisory services to individuals, families, and businesses.
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.
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.
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AZ
06/21/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
MI
07/08/2009 - 10/31/2022
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
BOTH
Issued 05/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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