Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Koch has been in the financial services industry since 1987. Matthew is currently registered with Centaurus Financial, Inc. in Michigan. Matthew is also a Registered Representative with FINRA and the Securities Industry Essentials Examination (SIE). Matthew has previously worked with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Matthew holds a Series 6, 7, 24, 63, 65, and 66 license. Matthew is a member of the Tuscola County Board of Commissioners. Matthew specializes in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. Matthew also provides pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
MI
10/15/2014 - Present
Centaurus Financial, Inc. (VASSAR MI)
NY
04/28/1987 - 01/29/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/28/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/14/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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