Unclaimed
Matthew Burleigh is an investment advisor representative at Prevail Innovative Wealth Advisors, LLC. Matthew is a chartered financial analyst and has been working in the financial industry since 1993. He specializes in providing investment advice to individuals and businesses. Matthew has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing his clients with personalized financial advice and guidance. Matthew is licensed to provide financial advice in Kansas and Missouri.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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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KS
12/04/2024 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
Active
Inactive
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