Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Summerville is a financial professional with over 20 years of experience in the industry. Matt is currently registered with D.a. Davidson & Co. in the state of Ohio and Oregon. Prior to joining D.a. Davidson & Co. Matt has worked with Academy Securities, Inc. in New York, Jonestrading in Thousand Oaks, California and KeyBanc Capital Markets Inc. in Cleveland, Ohio. Matt has a broad range of experience, including working with individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. Matt holds the Series 7, Series 63, Series 87, and SIE securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/03/2018 - Present
D.a. Davidson & Co. (INDEPENDENCE OH)
NY
09/06/2016 - 01/02/2018
ACADEMY SECURITIES, INC. (New York NY)
CA
06/08/2015 - 09/01/2016
JONESTRADING (THOUSAND OAKS CA)
OH
12/07/1998 - 11/25/2014
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 03/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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