Unclaimed
Matthew Kavanaugh is a financial advisor with The Huntington Investment Co., registered in Michigan. Matthew has been in the securities industry since 1999 and has experience with Infinex Investments, Inc., Fifth Third Securities, Inc., BANC ONE SECURITIES CORPORATION and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew provides portfolio management services for businesses and individuals, as well as selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
08/30/2016 - Present
THE Huntington Investment Co. (CHARLEVOIX MI)
MI
01/18/2008 - 07/05/2016
INFINEX INVESTMENTS, INC. (CHEBOYGAN MI)
MI
09/24/2004 - 11/02/2007
FIFTH THIRD SECURITIES, INC. (PETOSKEY MI)
IL
05/03/2001 - 08/06/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
12/16/1998 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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