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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Manies is a financial advisor with Moneta Group Investment Advisors, LLC, located in St. Louis, Missouri. Matthew has been a registered investment advisor for over 4 years and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Matthew's previous experience includes working at Northwestern Mutual Investment Services, LLC. Matthew is a Certified Financial Planner and holds both Series 63 and Series 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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MO
01/09/2020 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
07/10/2015 - 10/24/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
IA
Issued 01/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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