Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Guba is a financial advisor in Fairfield, IA, working with Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry for over 14 years and specializes in working with high net worth individuals, corporations, and charitable organizations. Matthew offers a variety of financial planning and investment management services, including portfolio management, financial planning, and investment advisory services. He holds the Certified Financial Planner designation.
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
IA
01/30/2020 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
MA
09/18/2018 - 02/10/2020
CANTELLA & CO., INC. (Malden MA)
MA
10/03/2013 - 09/19/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/06/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/15/2012 - 10/04/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/29/2009 - 06/04/2012
NATIONAL PLANNING CORPORATION (WOBURN MA)
TN
04/04/2008 - 02/12/2009
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
BOTH
Issued 08/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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