Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lower is a financial professional with over 16 years of experience in the industry. Matthew is currently registered with D.a. Davidson & Co. and has been with them since February 2022. Matthew specializes in securities, investments, and financial planning. Prior to D.a. Davidson & Co., Matthew worked at Northcoast Research Partners, LLC., America Northcoast Securities, Inc., KeyBanc Capital Markets Inc., and FTN Midwest Securities Corp. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63, 86, 87, and SIE licenses.
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.
1
2
OH
02/01/2022 - Present
D.a. Davidson & Co. (INDEPENDENCE OH)
OH
02/01/2010 - 02/03/2022
NORTHCOAST RESEARCH PARTNERS, LLC (Cleveland OH)
OH
08/28/2009 - 06/04/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
01/05/2009 - 08/21/2009
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
10/20/2006 - 01/02/2009
FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)
BC
Issued 11/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/12/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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