Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Matzner is an investment advisor representative registered with Ally Invest Advisors, a firm located in Charlotte, NC. Michael has been in the financial industry for 5 years and holds Series 7, Series 66, and SIE registrations. Michael is licensed to provide investment advice in Kentucky and is also registered as an investment advisor representative in 51 other states. In addition to providing financial advice, Michael also has experience in property management and online sales. Michael is passionate about helping individuals reach their financial goals and is committed to providing personalized service.
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.
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NC
10/07/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
KY
03/27/2017 - 11/21/2019
SECURITIES SERVICE NETWORK, LLC (LOUSIVILLE KY)
BOTH
Issued 09/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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