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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 Sheraw is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Matthew's career in the financial services industry began on November 18, 2005. Prior to joining Cambridge Investment Research Advisors, Inc. in 2017, Matthew was registered with National Planning Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.. Matthew is a licensed investment advisor representative in Pennsylvania, Florida, Minnesota, New Jersey, North Carolina, and West Virginia and has passed the Series 63, Series 65, Series 7, and SIE examinations. Matthew holds a Series 63, Series 65, Series 7, and SIE license and specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
02/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hill PA)
PA
08/21/2009 - 02/06/2017
NATIONAL PLANNING CORPORATION (HERSHEY PA)
PA
07/18/2008 - 08/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMPHILL PA)
PA
11/18/2005 - 07/31/2008
CITIGROUP GLOBAL MARKETS INC. (CAMP HILL PA)
IA
Issued 12/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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