Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Saltzgaber is a financial advisor with LPL Financial LLC and Vision Wealth Management, Inc. Matthew has been in the financial services industry for over 10 years. Matthew has Series 7, Series 66, and Series 24 securities licenses as well as insurance licenses. Matthew is registered to offer investment advisory services in Alaska, California, Colorado, Florida, Illinois, Massachusetts, Michigan, Texas, and Utah. Matthew provides investment advisory services through Vision Wealth Management, an independent investment advisor firm. Matthew is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/18/2021 - Present
LPL Financial LLC (COMMERCE TWP MI)
MI
06/29/2018 - 09/29/2020
FSC SECURITIES CORPORATION (TRENTON MI)
MI
03/16/2017 - 07/11/2018
LPL FINANCIAL LLC (FARMINGTON HILLS MI)
MI
12/08/2015 - 07/21/2016
WESTERN INTERNATIONAL SECURITIES, INC. (Novi MI)
MI
05/07/2013 - 12/17/2015
LPL FINANCIAL LLC (WEST BLOOMFIELD MI)
BOTH
Issued 07/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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