Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Black is an Investment Advisor Representative at McManus Cooper with over 5 years of experience in the financial services industry. Matthew has held previous positions at Charles Schwab & Co., Inc. and Securities America, Inc. and specializes in financial planning, portfolio management, and pension consulting. Matthew is a Certified Financial Planner™ and holds Series 7, 63, and 65 licenses. Matthew is currently registered as an Investment Advisor Representative in Arizona, Arkansas, Indiana, Iowa, Kansas, Mississippi, Missouri, Nebraska, New Mexico, Pennsylvania, and Texas. Matthew serves clients in Kansas, Missouri, Iowa, Arizona, Arkansas, Indiana, Mississippi, Nebraska, New Mexico, Pennsylvania, and Texas.
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.
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.
Solicitor/referral fees
1
2
KS
05/02/2024 - Present
McManus Cooper (Overland Park KS)
KS
02/16/2024 - 05/01/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
10/04/2018 - 07/22/2022
CHARLES SCHWAB & CO., INC. (Leawood KS)
IA
Issued 05/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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