Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hanson has been a registered representative for over 15 years and is currently registered with Geneos Wealth Management, Inc. in Washington, Oregon, Nevada and California. Matthew Hanson holds a Series 66, Series 7, and SIE license and has worked in the industry since August 2007. Matthew Hanson has experience in a variety of fields including dentistry, real estate, and insurance. Matthew Hanson specializes in working with individuals, corporations, charitable organizations and high-net-worth individuals. The individual focuses on providing financial planning, portfolio management, and selection of other advisors for their clients. Matthew Hanson and Geneos Wealth Management, Inc. offer a variety of services, including investment advisory, financial planning and other services to their clients.
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.
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.
1
2
WA
01/25/2008 - Present
Geneos Wealth Management, Inc. (WHITE SALMON WA)
BOTH
Issued 01/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Hanson is the right advisor for you? Invested Better is here to help.
