Unclaimed
Matthew Higgins is a financial advisor with Quantum Financial Advisors, LLC. He has been in the financial services industry since 2012 and is registered with the state of California and Maryland. Matthew is a Certified Financial Planner and specializes in providing financial planning and portfolio management services. He has a strong track record of success and is committed to helping his clients achieve their financial goals.
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.
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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CA
03/20/2024 - Present
Quantum Financial Advisors, LLC (Santa Monica CA)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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