Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Calhoun is a financial advisor with Signature Equity Partners, LLC. Matthew has been in the financial services industry for over 20 years and is registered in several states including Ohio, California, Florida, Indiana, and Minnesota. Matthew is a Certified Financial Planner and has a wide range of experience in financial planning, investment management, and insurance. Matthew is committed to helping clients achieve their financial goals.
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.
Retirement plan consulting services
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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2
OH
10/09/2024 - Present
Signature Equity Partners, LLC (Westerville OH)
OH
02/05/2016 - 05/17/2021
FIRST FINANCIAL EQUITY CORPORATION (Dublin OH)
OH
06/01/2009 - 02/09/2016
MORGAN STANLEY (DUBLIN OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
10/30/2003 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBUS OH)
GA
08/08/2001 - 10/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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