Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harris is a registered investment advisor with Whitaker-Myers Wealth Managers, Ltd., a firm with a strong presence in Ohio. Matthew has been in the industry since 1998 and has a diverse background, including experience with Raymond James Financial Services, Inc. and Sagepoint Financial, Inc. Matthew is a licensed agent for both securities and insurance. The individual holds several professional designations, including Series 7, 62, 63 and SIE licenses, and is a member of the Financial Industry Regulatory Authority (FINRA). The individual is also an advisor for Whitaker-Myers Benefit Plans, focusing on insurance sales. Matthew is a dedicated professional with a focus on providing financial guidance to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay services
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.
Selection of other advisers fees
1
2
OH
07/26/2022 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
OH
06/11/2014 - 03/08/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHLAND OH)
OH
05/17/2013 - 05/16/2014
SAGEPOINT FINANCIAL, INC. (BRUNSWICK OH)
OH
09/08/1998 - 05/13/2011
MML INVESTORS SERVICES, LLC (MANSFIELD OH)
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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