Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rodgers is a registered representative with Clarkston Capital Partners, LLC. Matthew has been in the financial services industry since 2018 and has passed the Series 66, Series 7TO, Series 31 and SIE exams. Matthew is registered with the state of Michigan as a registered representative and investment advisor representative. Matthew previously worked at Morgan Stanley in Bloomfield Hills, Michigan.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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MI
03/30/2020 - Present
Clarkston Capital Partners, LLC (ROCHESTER MI)
MI
11/29/2018 - 09/23/2019
MORGAN STANLEY (BLOOMFIELD HILLS MI)
BOTH
Issued 01/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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