Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eric Fry is a financial professional with over 14 years of experience in the industry. Matthew has worked with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, USA Financial Securities Corporation, and Kestra Advisory Services, LLC. Matthew is a registered representative and investment advisor representative. Matthew holds Series 7 and 66 licenses and is a Certified Financial Planner. Matthew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC.
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)
IN
01/17/2018 - 11/27/2023
USA FINANCIAL SECURITIES CORPORATION (Ossian IN)
IN
02/06/2017 - 01/26/2018
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (FORT WAYNE IN)
IN
06/11/2014 - 01/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
IN
04/24/2012 - 05/29/2014
COMMONWEALTH FINANCIAL NETWORK (FORT WAYNE IN)
IN
03/12/2009 - 12/22/2011
COMMONWEALTH FINANCIAL NETWORK (FORT WAYNE IN)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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