Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dean Dodge is an investment advisor representative with Market Street Wealth Management located in West Chester, PA. Matthew has been in the securities industry since September 2014. Matthew is registered with the state of North Carolina, Pennsylvania, and Texas. Matthew's qualifications include the Series 66, Series 7, and the SIE exam. Matthew also works with Market Street Insurance Services and The Estate Planning Center.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Payment for client referrals
1
2
PA
06/27/2022 - Present
Market Street Wealth Management (WEST CHESTER PA)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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