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Matthew Lawrence Rose

MCF Advisors, LLC

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About Matthew Lawrence Rose

Matthew Rose is a financial advisor with over 10 years of experience in the financial services industry. Matthew has been registered with the Securities and Exchange Commission (SEC) since 2019 and holds Series 7, Series 66, and SIE licenses. Matthew is currently an Investment Advisor Representative with MCF Advisors, LLC, in Lexington, KY. Matthew previously worked as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brentwood, TN.

Firm Information

Matthew Rose is currently registered with MCF Advisors, LLC. MCF Advisors, LLC is a Covington, KY-based firm with 28 advisors. The firm advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, banking or thrift institutions, and charitable organizations. They offer portfolio management for individuals, businesses, and pension plans, as well as financial planning and selection of other advisors.
MCF Advisors, LLC

50 E. RIVERCENTER BLVD.,

COVINGTON, KY 41011

$2.89B

Assets Under Management

14

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Rose’s Registration & Firm History

KY

11/04/2021 - Present

MCF Advisors, LLC (COVINGTON KY)

TN

08/12/2019 - 11/23/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 09/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lawrence Rose.
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