Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ellis Marting is a financial advisor with over 30 years of experience in the industry. Matthew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, offering investment advisory services and securities trading. Matthew has previously worked with several other firms, including Woodbury Financial Services, Inc., Invest Financial Corporation, PFIC Securities Corporation, M&I Brokerage Services, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., and Mercantile Investment Services, Inc. Matthew is licensed to provide financial services in Illinois, Michigan, Missouri, North Carolina, Ohio, and South Carolina. Matthew specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MO
06/10/2011 - 11/29/2023
WOODBURY FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
04/30/2007 - 06/09/2009
INVEST FINANCIAL CORPORATION (DES PERES MO)
MO
06/15/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (DES PERES MO)
WI
04/28/2003 - 06/15/2006
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
FL
01/04/1999 - 04/30/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/02/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
11/26/1990 - 09/01/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
01/21/1987 - 11/27/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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