Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Viars is a financial advisor at Morgan Stanley. He is registered with FINRA and holds the Series 66, Series 7 and SIE licenses. Matthew has been in the financial services industry for 26 years. His experience includes working at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has worked at Morgan Stanley since 2009. Matthew has provided financial advice to various clients including individuals, high-net-worth individuals, corporations, investment companies, pension plans, state or municipal government entities, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
03/26/2020 - Present
Morgan Stanley (Indianapolis IN)
IN
09/06/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
10/15/1998 - 09/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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