Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Poindexter is an investment advisor representative registered with Keenan Financial. Matthew has been in the financial industry since 2021. Matthew is a Series 65 licensed advisor and is registered with the states of Massachusetts and Louisiana. Matthew is a licensed insurance agent and may offer insurance products to clients. Matthew spends approximately five hours per month on this activity.
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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MA
12/16/2021 - Present
Keenan Financial (BOSTON MA)
IA
Issued 12/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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