Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edmiston is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry since 2003. Previously, Matthew was registered with LPL Financial LLC and Fifth Third Securities, Inc. Matthew is licensed to provide investment advisory services in Florida, Indiana, Kentucky, Michigan, North Carolina, and Ohio. Matthew is also registered as an investment advisor representative in Ohio.
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
OH
11/17/2015 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
11/13/2008 - 11/24/2015
LPL FINANCIAL LLC (CINCINNATI OH)
IN
05/05/2003 - 11/21/2008
FIFTH THIRD SECURITIES, INC. (LAWRENCEBURG IN)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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