Unclaimed
Matthew Schneider is a Financial Consultant at Florida Financial Advisors, LLC, an investment advisory firm based in Tampa, Florida. Matthew has been in the financial industry since January 2025. He is a registered representative in Florida and holds the Uniform Investment Adviser Law Examination (Series 65). Matthew specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has a background in the United States Marine Corps, serving from August 2010.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
01/29/2025 - Present
Florida Financial Advisors, LLC (Tampa FL)
Active
Inactive
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