Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Barry is a financial advisor with Touchstone Advisors Inc. based in Cincinnati, OH. Matthew has been in the financial industry since October 2016 and has licenses to advise clients in both Ohio and Kentucky. Matthew specializes in portfolio management for investment 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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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
09/05/2017 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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