Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lee Munsell is a financial advisor with Avantax Advisory Services. Matthew has been in the industry since June 12, 2009. Matthew is registered with the state of Florida as an Investment Advisor Representative and holds the Series 65 and Series 63 licenses. Matthew also holds the Series 7 and SIE licenses. Prior to joining Avantax Advisory Services, Matthew worked at Northwestern Mutual Investment Services, LLC. Matthew is based in Palm Beach Gardens, Florida and works out of the Avantax Advisory Services branch office located at 11300 US Highway 1, Suite 400, Palm Beach Gardens, FL 33408.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
05/09/2012 - Present
Avantax Advisory Services (Palm Beach Gardens FL)
FL
04/22/2009 - 05/06/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
IA
Issued 08/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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