Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David is a financial advisor with The Huntington Investment Co. located in Dayton, Ohio. Matthew has been in the financial industry since 2007 and has a Series 6, Series 63, and SIE license. Prior to joining The Huntington Investment Co., Matthew was with J.P. Morgan Securities LLC and Chase Investment Services Corp. Matthew specializes in providing financial services for individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/07/2019 - Present
THE Huntington Investment Co. (DAYTON OH)
OH
10/01/2012 - 12/15/2017
J.P. MORGAN SECURITIES LLC (BEAVERCREEK OH)
OH
09/20/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DAYTON OH)
BC
Issued 02/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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