Unclaimed
Matthew Slain is a financial advisor who has been in the industry since 2014. He is currently registered with Hornor, Townsend & Kent, LLC as a Registered Representative and Investment Advisor Representative. He is also registered with the state of Ohio. Matthew has experience in the areas of financial planning, pension consulting, and portfolio management for both businesses and individuals. He also offers other advisory services such as selection of other advisors. Matthew is a licensed insurance agent with 21st Century Financial and serves as a board member for the non-profit Milestones.
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.
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.
Trail commissions, distribution assistance fees
1
2
OH
02/22/2022 - Present
Hornor, Townsend & Kent, LLC (BEACHWOOD OH)
OH
03/03/2014 - 04/09/2014
PARK AVENUE SECURITIES LLC (BEACHWOOD OH)
IA
Issued 02/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Slain is the right advisor for you? Invested Better is here to help.