Unclaimed
Matthew Robert Nelson is a registered investment advisor representative in the state of Michigan. He is a registered representative with Hantz Financial Services, Inc. Matthew has been in the industry since February 3, 2020 and holds the Series 7TO, Series 65 and SIE exams. Matthew is currently employed with Hantz Financial Services, Inc. in their Grandville branch office.
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.
Helps you choose top advisors aligned with your financial goals.
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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MI
02/04/2020 - Present
Hantz Financial Services, Inc. (GRANDVILLE MI)
IA
Issued 02/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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