Unclaimed
Matthew Brent Longland is a financial advisor with Prosperity Capital Advisors. Matthew has been in the financial services industry for over a decade and is a registered representative and investment advisor in Kentucky and Ohio. Matthew has a strong track record of success in providing financial advice and investment management services to individuals, families, and businesses. He has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Matthew holds the Series 7 and Series 66 securities licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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
KY
08/16/2019 - Present
Prosperity Capital Advisors (Crestview Hills KY)
KY
08/02/2016 - 08/16/2019
SECURITIES AMERICA, INC. (Crestview Hills KY)
KY
04/27/2012 - 08/03/2016
CETERA ADVISORS LLC (CRESTVIEW HILLS KY)
KY
09/07/2010 - 04/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
KY
12/08/2008 - 09/08/2010
WELLS FARGO ADVISORS, LLC (FORT MITCHELL KY)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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