Unclaimed
Matthew Neff is a registered representative with Fifth Third Securities, Inc. in Evansville, Indiana. Matthew has been working in the financial services industry since March 7, 2010. Matthew offers a variety of financial services including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Matthew is also a registered investment advisor representative.
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.
1
2
IN
02/03/2021 - Present
Fifth Third Securities, Inc. (EVANSVILLE IN)
IN
10/18/2010 - 02/25/2011
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/21/2007 - 08/02/2010
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
OH
12/21/2005 - 06/20/2007
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
NY
03/15/2005 - 01/09/2006
IFMG SECURITIES, INC. (PURCHASE NY)
TX
12/21/1999 - 08/26/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/24/1999 - 02/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 2/3/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/8/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 8/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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