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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 Davis is an investment advisor representative with AE Wealth Management, LLC, registered in Florida and Texas. Matthew has been in the industry since October 2012. Matthew is a Series 65 license holder and has been active in the state of Florida since March 2018. Matthew offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Matthew also owns DAVIS FINANCIAL GROUP and provides insurance sales and service in Inverness, Florida.
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.
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FL
10/21/2024 - Present
AE Wealth Management, LLC (Inverness FL)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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