Unclaimed
Matthew Byrley is a registered investment advisor with Fifth Third Securities, Inc. Matthew has been working in the financial industry since 2002. Matthew is licensed to provide investment advice in Alabama, California, Florida, Georgia, Illinois, Indiana, Kentucky, New York, North Carolina, Ohio, South Carolina, and Texas. Matthew holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, NYLIFE Securities Inc., and Woodbury Financial Services, 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.
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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 12/4/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 6/8/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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