Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bray is a financial advisor registered with the state of Kansas and Missouri. Matthew is an investment advisor representative for Legacy Wealth Planning, LLC with over 10 years of experience. Matthew has a Series 65 license and has successfully completed the Uniform Investment Adviser Law Examination. Matthew works with a range of clients including high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning and portfolio management services to both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fees
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03/05/2010 - Present
Legacy Wealth Planning, LLC ( )
IA
Issued 06/30/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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