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Matthew Pohlman is a financial advisor with Resurgent Advisors. Matthew has been working in the financial services industry since 2007. Matthew holds a Series 65 license. Matthew is registered as an Investment Advisor Representative in North Carolina. Matthew specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
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NC
03/09/2021 - Present
Resurgent Advisors (Chapel Hill NC)
IA
Issued 05/27/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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