Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Romeo is a financial advisor with Everhart Advisors, a firm with its main office in Dublin, OH. Matthew has been in the financial industry since 2001 and has over 20 years of experience in the field. Matthew has held positions with both MID ATLANTIC CAPITAL CORPORATION and CAMBRIDGE INVESTMENT RESEARCH, INC. Matthew has a total of 4 certifications and licenses, including the Series 63, Series 24, and Series 7. Matthew is registered in Florida, Ohio and Texas. Matthew is a certified financial planner and specializes in providing financial planning services to individuals, businesses, and retirement plans. Matthew is also an experienced investment advisor, with expertise in managing portfolios for businesses, individuals, and retirement plans.
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.
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
OH
10/18/2017 - Present
Everhart Advisors (DUBLIN OH)
OH
12/28/2015 - 03/30/2020
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
OH
04/27/2004 - 12/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (DUBLIN OH)
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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