Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCleese is a financial advisor with PNC Investments. Matthew has been in the financial services industry since 2009. He has a Series 7, 66, 24, 26, 31, 9 and 10 license. Matthew specializes in providing investment advice to individuals, families, and businesses. He is also a Registered Principal with PNC Investments and has been a member of the Financial Industry Regulatory Authority (FINRA) since 2012.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/29/2024 - Present
PNC Investments (LOGAN OH)
OH
10/14/2022 - 03/18/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Columbus OH)
OH
02/25/2022 - 10/26/2022
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
08/13/2019 - 02/02/2022
PRUCO SECURITIES, LLC. (CINCINNATI OH)
OH
08/25/2014 - 11/12/2018
EDWARD JONES (NEWARK OH)
OH
08/23/2012 - 09/05/2014
PNC INVESTMENTS (COLUMBUS OH)
OH
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
02/18/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
BOTH
Issued 05/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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