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 Ullmer is a registered investment advisor representative in Ohio. Matthew has been a registered representative since 10/29/2008 and has been active in the industry for over 14 years. Matthew currently works for Corient, located in Columbus, Ohio. Matthew has also previously worked at Nationwide Investment Services Corporation in Dublin, Ohio. Matthew has passed the Series 6 and Series 65 exams. Matthew has experience with portfolio management for individuals, businesses, and pooled investment vehicles. Matthew also has experience with financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, and security ratings. Matthew specializes in working with high-net-worth individuals, corporations, and other businesses. Matthew's firm, Corient, is an investment advisor that provides a variety of services, including financial planning, portfolio management, and pension consulting. Corient has offices in Miami, Florida and Columbus, Ohio.
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.
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.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
OH
10/29/2008 - 07/11/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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