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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Allan Myers is a financial advisor with over 20 years of experience in the industry. Matt has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Matt is currently registered with Thurston Springer Advisors, and is a registered investment advisor (RIA) in New York. Previously, Matt was registered with IGM Brokerage, Peak Brokerage Services, LLC, Next Financial Group, Inc., Commonwealth Financial Network, Community Investment Services, Inc., McDonald Investments Inc., Essex Capital Markets, Inc., Cushing Capital Corporation, and Cushing Place, Inc. Matt holds several industry licenses, including Series 4, 7, 24, 52, 53, 63, 65, 66, and 99. Matt is also a member of the Exley Community Church Board of Trustees and Endowment Committee. Matt specializes in providing financial planning, portfolio management, and educational seminars to his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/13/2024 - Present
Thurston Springer Advisors (Wilson NY)
NC
11/21/2023 - 03/25/2024
IGM BROKERAGE (RALEIGH NC)
FL
06/04/2015 - 03/06/2023
PEAK BROKERAGE SERVICES, LLC (Jupiter FL)
NY
12/01/2010 - 04/22/2015
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NY
10/31/2003 - 12/08/2010
COMMONWEALTH FINANCIAL NETWORK (LOCKPORT NY)
NY
11/16/1999 - 10/30/2003
COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)
OH
09/04/1998 - 12/08/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/31/1995 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NA
03/04/1974 - 10/04/1995
CUSHING CAPITAL CORPORATION
NA
08/22/1972 - 05/01/1974
CUSHING PLACE, INC.
BOTH
Issued 09/16/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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