Unclaimed
Matthew Louis Severs is a financial professional with over 15 years of experience in the industry. Matthew has been registered with Key Investment Services LLC since 2013. Prior to that, Matthew worked at Valmark Securities, Inc. in Akron, OH. Matthew holds a Series 63, Series 24, Series 7, and SIE license. Matthew is registered to conduct business in Alaska, Colorado, Idaho, Minnesota, Ohio, Oregon, Utah, Washington and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/25/2013 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
02/22/2008 - 04/22/2013
VALMARK SECURITIES, INC. (AKRON OH)
BC
Issued 05/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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