Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Koch is a financial advisor with UMB Financial Services, Inc. Matthew has been in the financial services industry since June 7, 2014. Matthew is a Series 63, Series 7 and Series 52 licensed representative and holds the SIE designation. Matthew has been with UMB Financial Services, Inc. since February 27, 2024. Prior to that, Matthew was with COMMERCE BROKERAGE SERVICES, INC. from November 21, 2019 to February 2, 2024.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
02/27/2024 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
MO
11/21/2019 - 02/02/2024
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MO
06/14/2012 - 12/20/2017
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
BC
Issued 06/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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