Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cash is an investment advisor representative with Avantax Advisory Services. Matthew has been active in the financial industry since June 11, 2009 and is registered to provide investment advice in Iowa and Michigan. Matthew has been a Certified Financial Planner™ since 2012 and has been a registered representative since 2008. Matthew also has experience working with Avantax Planning Partners, Inc. and Robert W. Baird & Co. Incorporated. Matthew specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/04/2024 - Present
Avantax Advisory Services (DALLAS TX)
VA
04/04/2016 - 08/12/2021
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
DC
09/27/2012 - 12/11/2015
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
IN
11/24/2008 - 07/02/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
Issued 12/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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