Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul Giesler is a financial advisor with Principal Securities, Inc. with more than 30 years of experience in the industry. Matthew has a wide range of experience and expertise in investment advisory, including financial planning, pension consulting, and educational seminars. Matthew has held prior positions at Lincoln Financial Advisors Corporation, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., Banc One Securities Corporation, Park Avenue Securities LLC, and Guardian Investor Services Corporation.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
KY
10/19/2023 - Present
Principal Securities, Inc. (Ft Thomas KY)
KY
10/05/2018 - 01/06/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (FT THOMAS KY)
KY
07/12/2011 - 09/29/2017
U.S. BANCORP INVESTMENTS, INC. (COLD SPRING KY)
KY
07/06/2005 - 07/13/2011
CHASE INVESTMENT SERVICES CORP. (BELLEVUE KY)
IL
12/12/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/03/1999 - 12/11/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/25/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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