Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Griffith is a financial advisor in Neenah, WI and is registered with Cambridge Investment Research Advisors, Inc. Matthew has been in the industry since February 2024 and has been registered with the state of Wisconsin since March 2024. Matthew's background includes work experience at Auto-Owners Insurance, Alignex, GoEngineer, BASSETTI Americas, New York Life, NYLIFE Securities LLC., Cambridge Investment Research, Inc., and Cambridge Investment Research Advisors, Inc.. Matthew holds licenses for Series 66, Series 7TO, and SIE. Matthew has experience working with high-net-worth individuals and other individual investors, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
03/21/2024 - Present
Cambridge Investment Research Advisors, Inc. (Neenah WI)
WI
02/22/2024 - 03/18/2024
NYLIFE SECURITIES LLC (MADISON WI)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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