Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richard Howard is an investment advisor representative with UBS Financial Services Inc., registered in the state of Ohio since 2009. Matthew has been in the financial industry since 2005 and holds FINRA Series 31, 7 and 66 licenses. Matthew also holds the SIE license. Previously, Matthew worked at Citigroup Global Markets Inc. in Westlake, Ohio. Matthew provides financial planning, educational seminars, security ratings, pension consulting and portfolio management services for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
07/16/2009 - Present
UBS Financial Services Inc. (ROCKY RIVER OH)
OH
02/18/2005 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
BOTH
Issued 03/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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