Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clay Smith is a financial advisor with Avantax Advisory Services. Matthew has been in the financial industry since March 2, 1995. Matthew is registered with the state of Ohio and is licensed to provide securities and investment advisory services. Matthew has a diverse range of experience in the financial industry, having worked with various firms, including Parkland Securities, LLC and Walnut Street Securities, Inc. Matthew is committed to helping clients achieve their financial goals and has the expertise to provide tailored advice.
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
OH
08/03/2020 - Present
Avantax Advisory Services (Holland OH)
OH
02/09/2002 - 08/03/2020
PARKLAND SECURITIES, LLC (HOLLAND OH)
CA
06/01/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
03/03/1995 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IA
Issued 10/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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