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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew O'Hara is a financial advisor with Everhart Advisors. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses in both securities and insurance. Matthew has experience providing financial planning, portfolio management and investment advice to individuals, families, and businesses. Matthew has worked with a variety of clients including high net worth individuals, retirement plan participants, and families. Matthew focuses on helping clients reach their financial goals. Matthew holds the Series 6, 7, 63 and 65 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.
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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OH
02/26/2024 - Present
Everhart Advisors (DUBLIN OH)
OH
12/15/2020 - 01/12/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW ALBANY OH)
OH
07/17/2018 - 12/16/2020
RAYMOND JAMES & ASSOCIATES, INC. (UPPER ARLINGTON OH)
OH
04/13/2017 - 05/03/2018
WADDELL & REED (DUBLIN OH)
OH
12/16/2016 - 02/13/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
IA
Issued 08/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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