Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kline is a financial advisor who has been in the industry since 2018. Matthew is currently registered with Northern Trust Securities, Inc. and holds the Series 7, 66, and SIE licenses. Prior to joining Northern Trust Securities, Inc., Matthew worked at TCBI SECURITIES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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2
TX
09/09/2024 - Present
Northern Trust Securities, Inc. (FORT WORTH TX)
TX
12/13/2022 - 06/18/2024
TCBI SECURITIES (Fort Worth TX)
TX
04/19/2016 - 05/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 06/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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