Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Landstad Holden is a registered investment advisor with Corient. Matthew has been in the financial services industry since October 2014. Matthew is registered with the state of New Jersey as an Investment Advisor Representative. Matthew holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Matthew has experience working with clients such as insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Matthew's services include financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Matthew's compensation arrangements may include fixed fees, hourly charges, a percentage of assets under advisement, and performance-based fees.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/06/2022 - Present
Corient (MIAMI FL)
IA
Issued 11/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Holden is the right advisor for you? Invested Better is here to help.
