Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Keves is a financial advisor with Janney Montgomery Scott LLC in Columbus (Grandview), Ohio. Matthew has been in the financial industry since 2005 and has a broad range of experience. Matthew specializes in providing financial planning services, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Matthew is licensed in Ohio, and holds Series 7, 6, 31, 62, 63, and 66 securities licenses. In addition to Janney Montgomery Scott LLC, Matthew has worked for Nationwide Investment Services Corporation and Morgan Stanley & Co., Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
08/05/2024 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
01/21/2014 - 01/03/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
04/20/2012 - 01/23/2014
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
04/02/2007 - 03/26/2008
MORGAN STANLEY & CO., INCORPORATED (NEW ALBANY OH)
OH
10/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
NY
08/17/2005 - 05/24/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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