Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew D McCann

Cleveland Research Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew D McCann

Matthew McCann is a financial professional registered with Cleveland Research Co. LLC and has been in the industry since 2013. Matthew is licensed in Ohio and holds the Series 7, Series 66, Series 86 and Series 87 securities licenses.

Firm Information

Matthew McCann is currently registered with Cleveland Research Co. LLC. Cleveland Research Co. LLC is a Limited Liability Company formed in 2006. The firm offers equity research reports and has 75 registered representatives and 51 investment advisory personnel. Cleveland Research Co. LLC is registered in 6 states and with the SEC.

Not reported

Assets Under Management

22

Total Clients

73

Total Financial Advisors

Services Offered

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.

check

equity research reports

Equity research reports

Fee Structure

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.

check

other

Subscription fees for research reports

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew McCann’s Registration & Firm History

OH

03/24/2017 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

OH

07/23/2012 - 03/08/2016

CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)

ME

10/19/2011 - 05/21/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)

Not sure if Matthew D McCann is right for you?

Licenses & Designations

BOTH

Issued 11/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/17/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew D McCann.
Not sure if Matthew D McCann is right for you?