Unclaimed
Matthew Martin is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Fifth Third Securities, Inc. and is licensed in 14 states. Prior to joining Fifth Third Securities, Inc., Matthew worked at Key Investment Services LLC and Wells Fargo Advisors, LLC. Matthew holds a Series 66, Series 7 and SIE license. He provides financial planning services and specializes in working with individual clients, businesses, and institutions.
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
OH
05/30/2018 - Present
Fifth Third Securities, Inc. (COLUMBUS OH)
OH
10/24/2013 - 05/15/2018
KEY INVESTMENT SERVICES LLC (HILLIARD OH)
OH
08/26/2011 - 07/16/2013
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
BOTH
Issued 9/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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