Unclaimed
Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. based in Newport, Kentucky. Matthew has been in the financial services industry since May 2003. Matthew holds licenses for both securities and investment advisory services, and specializes in offering a range of financial services to individuals and businesses, including financial planning, portfolio management, and selecting other advisors. Matthew has been registered with Fifth Third Securities, Inc. since December 2012. Previously, Matthew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and NYLIFE Securities Inc.
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.
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.
Sponsor wrap fee program
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
KY
12/12/2012 - Present
Fifth Third Securities, Inc. (NEWPORT KY)
OH
10/06/2009 - 12/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
KY
07/21/2005 - 01/06/2009
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (FLORENCE KY)
KY
07/21/2005 - 01/06/2009
MUTUAL OF AMERICA SECURITIES CORPORATION (FLORENCE KY)
NY
10/03/2002 - 06/30/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
06/11/2002 - 08/28/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 12/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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