Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lake is a financial advisor currently registered with Asset Allocation Strategies, LLC. Matthew has been working in the financial industry since 2021. Matthew holds Series 63, 65, and 6TO licenses along with the SIE. Matthew has experience with various investment strategies and financial planning, and he is also involved with insurance sales.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
03/28/2022 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
IA
Issued 03/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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