Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stahl is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Rome, Georgia. Matthew has been working in the financial services industry since 2003. He has a strong background in helping individuals, families, and businesses with their financial planning and investment needs. Matthew is committed to providing his clients with personalized service and customized solutions. He holds the Series 6, 7, 24, and 66 licenses and is also a Certified Financial Planner. Matthew has a deep understanding of the financial markets and is dedicated to helping his clients achieve their financial goals.
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
GA
01/05/2018 - Present
Cambridge Investment Research Advisors, Inc. (Rome GA)
GA
10/29/2004 - 01/12/2018
SUNTRUST INVESTMENT SERVICES, INC. (ROME GA)
MO
11/11/2003 - 10/25/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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