Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Curtis Smith is a registered representative with Creativeone Securities, LLC, licensed to provide financial services in Oklahoma, Kansas, and Florida. Matthew has been in the financial services industry since May 2020. Matthew holds a Series 66 license, and Series 7 and SIE licenses. Matthew is also a director on the Bristow Library Board, Inc., a treasurer for the Bristow Education Foundation Inc., and a registered assistant for D S Drelich & Associates. In addition, Matthew is a managing member of Three Sevens Holding, LLC, and a manager of Twelve29 Holdings, LLC, and serves as the Vice Chairman of the Bristow Housing Authority.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/19/2020 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Smith is the right advisor for you? Invested Better is here to help.
