Unclaimed
Matthew Marrah is an Investment Advisor Representative at Stratos Wealth Partners, Ltd., a firm that provides a wide range of financial services. Matthew has been in the industry since 2017 and has extensive experience in financial planning, portfolio management, and other advisory services. Matthew holds a Series 66, Series 7, and SIE license. Matthew has a strong commitment to helping clients achieve their financial goals and works closely with them to develop customized plans that meet their specific needs.
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.
Percentage of assets under management with third party managers
1
2
OH
12/17/2018 - Present
Stratos Wealth Partners, Ltd. (Dublin OH)
OH
11/07/2017 - 08/15/2018
AXA ADVISORS, LLC (COLUMBUS OH)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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