Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Griffin is a financial advisor registered with Fifth Third Securities, Inc. Matthew has been a registered representative since 1999 and has held several positions in the industry. Matthew has earned several licenses including Series 7, 6, 63, 65, and 31 as well as the SIE. He is also a Certified Financial Planner. Matthew is licensed to advise clients in Ohio. He provides financial planning, portfolio management, and selection of other advisers services to individual and business clients. Matthew has experience with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/11/2024 - Present
Fifth Third Securities, Inc. (LOVELAND OH)
OH
06/19/2009 - 12/03/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
01/03/2006 - 10/13/2008
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
IL
06/22/2004 - 01/11/2006
CLAYMORE SECURITIES, INC. (CHICAGO IL)
IL
09/13/2000 - 06/24/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
02/02/1999 - 10/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
07/29/1993 - 11/04/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 7/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/2024
Series 7TO - General Securities Representative Examination
BC
Issued 4/4/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 1/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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