Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Larmann is an investment advisor representative at Kestra Advisory Services, LLC. Matthew has been in the securities industry since 1984. Matthew is registered with the state of Ohio. Matthew also holds the following licenses: Series 6, Series 7, Series 22, Series 24, and Series 63. Matthew specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
04/21/2016 - Present
Kestra Advisory Services, LLC (CINCINNATI OH)
OH
05/28/1998 - 08/07/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
OH
06/13/1984 - 06/01/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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