Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Mattison is an investment advisor representative with Planvest Financial, Inc. Michael has been in the financial services industry since 1996. Michael is registered with the state of Maryland as an Investment Advisor Representative. Michael has experience with providing financial planning and investment advisory services to individuals and high-net-worth individuals. Michael's previous experience includes working with Purshe Kaplan Sterling Investments and LPL Financial.
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.
Helps you choose top advisors aligned with your financial 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.
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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MD
01/02/2018 - Present
Planvest Financial, Inc. (GAITHERSBURG MD)
MD
12/23/2019 - 12/31/2020
PURSHE KAPLAN STERLING INVESTMENTS (Gaithersburg MD)
MD
11/18/2011 - 12/24/2019
LPL FINANCIAL LLC (GAITHERSBURG MD)
MD
08/31/2006 - 11/18/2011
CENTAURUS FINANCIAL, INC. (GAITHERSBURG MD)
VA
09/18/2003 - 09/06/2006
USALLIANZ SECURITIES, INC. (LEESBURG VA)
CO
04/05/1999 - 10/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
FL
03/11/1996 - 04/07/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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