Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Andrew Norton is a financial advisor who has been in the industry since 2006. Norton is registered with the state of Ohio and has a Series 66, 7 and SIE license. Norton specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and pooled investment vehicles. Matthew is also a board member of The Ohio Virtual Academy.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/23/2011 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
11/15/2006 - 11/29/2010
EDWARD JONES (TOLEDO OH)
BOTH
Issued 11/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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