Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Bound is a financial advisor with Key Investment Services LLC. Mathew has over 7 years of experience in the financial services industry. Mathew is registered with the state of Ohio as an Investment Advisor Representative. Mathew's firm provides financial planning and portfolio management services to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/05/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
08/03/2015 - 08/11/2017
VALMARK SECURITIES, INC. (AKRON OH)
OH
07/06/2012 - 09/25/2012
FIRST INVESTORS CORPORATION (INDEPENDENCE OH)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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