Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hume is a financial advisor registered with Osaic Wealth, Inc.. Matthew has been in the industry since 2005, working for Securities America, Inc. and J.P. Morgan Securities LLC before joining Osaic Wealth, Inc. Matthew is a registered Investment Advisor Representative in Ohio, and a registered representative in Florida, Minnesota, North Carolina, Ohio, South Carolina, and Virginia. Matthew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Matthew provides advisory services via the Bank's Trust Department at CNB Bank - a division of 1865 Wealth Advisors.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (WORTHINGTON OH)
OH
08/23/2021 - 06/14/2024
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
09/09/2014 - 08/10/2021
J.P. MORGAN SECURITIES LLC (CANAL WINCHESTER OH)
NY
01/03/2011 - 08/19/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
12/14/2004 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 09/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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