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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Geer is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Troy, Pennsylvania. Matthew has been in the financial services industry since December 2005 and is registered with the states of Alaska, Florida, Maine, New York, North Carolina, Ohio, Pennsylvania, and Texas. Matthew also holds Series 7, 31, and 66 licenses, and the SIE exam. Matthew's previous experience includes time at LPL Financial LLC and UVEST Financial Services Group, Inc.. Matthew works with a variety of clients including individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, state or municipal government entities, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
07/24/2023 - Present
Cambridge Investment Research Advisors, Inc. (Troy PA)
PA
10/11/2011 - 03/02/2018
LPL FINANCIAL LLC (MANSFIELD PA)
PA
11/27/2006 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MANSFIELD PA)
NY
08/12/2004 - 07/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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