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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Collins is a financial advisor who has been working in the financial services industry since August 25, 2006. Matthew is currently registered with On Investment Management Co. and has been with the firm since March 21, 2023. Previously, Matthew was registered with OHIO NATIONAL EQUITIES, INC. and LINCOLN INVESTMENT. Matthew is a registered representative with FINRA and is also licensed in both Ohio and Kentucky. Matthew specializes in working with individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Matthew has a variety of designations and is a seasoned professional with a wide range of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
OH
03/21/2023 - Present
ON Investment Management Co. (CINCINNATI OH)
OH
09/17/2015 - 10/23/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
06/01/2012 - 05/28/2014
LINCOLN INVESTMENT (CINCINNATI OH)
OH
09/07/2007 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
07/13/2006 - 07/30/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 10/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2009
Series 53 - Municipal 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 07/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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