Unclaimed
Matthew Cheney is a financial advisor with over 15 years of experience in the industry. Matthew has a strong track record of providing financial planning and investment management services to a diverse clientele, including high-net-worth individuals, corporations, and retirement plans. Matthew is currently registered with Miracle Mile Advisors, LLC. Prior to joining Miracle Mile Advisors, LLC, Matthew was with Horan Capital Management, LLC, and Connectus Wealth. Matthew holds Series 66 and Series 7 licenses and has the Certified Financial Planner designation.
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.
A percentage of the total value of assets under management is charged.
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CA
06/06/2024 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
MD
06/07/2010 - 01/08/2013
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
MD
05/30/2008 - 05/18/2010
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
08/19/2004 - 05/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MN
08/19/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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