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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 Coursen is a financial advisor at Plante Moran Financial Advisors, a firm headquartered in Southfield, Michigan. Matthew has been a registered investment advisor since 2016 and holds a Series 65 license. Matthew earned his Certified Financial Planner designation and has specialized in financial planning, portfolio management for individuals, and portfolio management for businesses. Matthew can assist clients with individual financial planning, portfolio management for individuals, and portfolio management for 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.
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
05/24/2016 - Present
Plante Moran Financial Advisors (Ann Arbor MI)
IA
Issued 05/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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