Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Terwilliger is a financial advisor with Sanctuary Advisors, LLC. Matthew has been in the industry since February 2012. Matthew has a Series 7, SIE and Series 66 license and is registered in 22 states. Matthew is a licensed advisor in Ohio and Texas and has worked in the financial services industry for over 11 years. Previously, Matthew was an advisor with Morgan Stanley for over 9 years and with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 2 years. Matthew has experience providing financial advice and services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
08/12/2024 - Present
Sanctuary Advisors, LLC (DUBLIN OH)
OH
07/14/2014 - 04/07/2023
MORGAN STANLEY (Columbus OH)
OH
02/24/2012 - 07/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
BOTH
Issued 04/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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