Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Luke Berning is a financial advisor with Souders Financial Advisors, LLC located in Cincinnati, Ohio. Matthew has been in the industry since July 2015 and is registered to provide investment advisory services in Ohio. Matthew holds the Series 63, 66 and 7 licenses, along with the SIE exam. Matthew is a member of Souders Financial Advisors, LLC, which serves individuals, charitable organizations, and corporations or businesses. Souders Financial Advisors, LLC offers a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
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OH
07/23/2019 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
KY
07/20/2015 - 07/09/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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