Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Keyes is a financial advisor who is active in 13 states. Matthew has over 20 years of experience in the industry and has held positions with several firms including LPL FINANCIAL LLC, AXA ADVISORS, LLC, and PRINCOR FINANCIAL SERVICES CORPORATION. Matthew is registered with Private Client Services, LLC, a firm that specializes in providing financial planning, portfolio management, and educational seminars. Matthew Keyes specializes in assisting individuals and businesses with their financial planning needs. He works with clients to develop personalized financial plans that address their unique goals and circumstances.
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.
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
11/14/2017 - Present
Private Client Services, LLC (Dublin OH)
OH
01/04/2013 - 11/15/2017
LPL FINANCIAL LLC (DUBLIN OH)
OH
12/03/2008 - 01/11/2013
AXA ADVISORS, LLC (DUBLIN OH)
OH
06/15/2007 - 12/15/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DUBLIN OH)
OH
01/16/2004 - 06/15/2007
CFD INVESTMENTS, INC. (COLUMBUS OH)
NY
03/01/2000 - 01/12/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
10/22/1999 - 02/16/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Keyes is the right advisor for you? Invested Better is here to help.
