Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sanchez is a financial advisor with Ivy League Financial Advisors LLC. Matthew is registered with the state of Maryland and is a Certified Financial Planner. Matthew has been working in the financial industry since 2014 and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension plans. Matthew provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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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MD
01/18/2021 - Present
IVY League Financial Advisors LLC (ROCKVILLE MD)
IA
Issued 01/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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