Unclaimed
Matthew McDonough is a financial advisor with Valic Financial Advisors, Inc.. Matthew has been in the financial services industry since 1997 and has a strong background in helping clients with their financial needs. Matthew has Series 7, 63, 66 and 24 licenses and is registered in Indiana, Kentucky, Michigan, Ohio, Pennsylvania and West Virginia. Matthew also has a number of designations and certifications, including FINRA licenses. Matthew specializes in providing financial advice to individuals and businesses. Matthew has worked in various capacities at a number of well-known financial institutions. Matthew is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Recommend wrap accounts to clients
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.
1
2
OH
02/26/2020 - Present
Valic Financial Advisors, Inc. (COLUMBUS OH)
OH
01/02/2004 - 07/22/2016
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
03/02/2006 - 07/26/2007
FUNDS DISTRIBUTOR, INC. (CLEVELAND OH)
ME
07/13/1999 - 09/30/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
12/01/1999 - 04/19/2001
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
MA
11/22/1999 - 04/19/2001
EVERGREEN DISTRIBUTOR, INC. (BOSTON MA)
MA
11/22/1999 - 04/19/2001
J.P. MORGAN FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
11/22/1999 - 04/19/2001
KENT FUNDS DISTRIBUTORS, INC. (BOSTON MA)
MA
11/22/1999 - 04/19/2001
MENTOR DISTRIBUTORS, LLC (BOSTON MA)
ME
11/22/1999 - 04/19/2001
PERFORMANCE FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
11/18/1999 - 04/19/2001
CENTURA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
11/17/1999 - 04/19/2001
BARR ROSENBERG FUNDS DISTRIBUTOR, INC. (BOSTON MA)
ME
11/17/1999 - 04/19/2001
BNY HAMILTON DISTRIBUTORS, INC. (PORTLAND ME)
GA
11/17/1999 - 04/19/2001
CFD FUND DISTRIBUTORS, INC. (ATLANTA GA)
MD
11/17/1999 - 04/19/2001
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
NY
08/03/1998 - 06/25/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
09/19/1997 - 06/25/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
11/17/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
FL
10/03/1995 - 11/15/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 01/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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