Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Purtill is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with CMS Wealth Management and has been with the firm since 2014. Prior to that, he worked at Nationwide Fund Distributors LLC and Managed Account Services, LLC. Matthew has a variety of licenses and certifications, including Series 7, 24, 52, 53, 66 and SIE. He is also a Registered Investment Advisor in Pennsylvania. Matthew specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
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
PA
04/14/2015 - Present
CMS Wealth Management (WAYNE PA)
PA
07/11/2013 - 10/02/2014
NATIONWIDE FUND DISTRIBUTORS LLC (KING OF PRUSSIA PA)
PA
11/03/2011 - 06/28/2013
MANAGED ACCOUNT SERVICES, LLC (MALVERN PA)
PA
03/28/2011 - 11/04/2011
PERSHING LLC (KING OF PRUSSIA PA)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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