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Michael Mattison
from Planvest Financial, Inc.
Michael Mattison is a financial advisor based in Maryland, Gaithersburg,
with 29 years of experience. Michael currently works for
Planvest Financial, Inc..
Michael maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Mattison works at Planvest Financial, Inc.
Planvest Financial, Inc. is a financial advisory firm based in Gaithersburg, Maryland. It currently has approximately $78,177,504 of assets under management and employs about 6 people. Planvest Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
555 Quince Orchard Road, Suite 280, Gaithersburg, Maryland, 20878
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