Unclaimed
Matthew Thomas is a registered representative with Kovack Advisors, Inc. located in Fort Lauderdale, Florida. Matthew is a financial advisor with a focus on retirement planning, expense management and investment advisory. Matthew has been in the industry since May 2007 and holds licenses for both investment advisory and brokerage services. Prior to joining Kovack Advisors, Inc., Matthew was with CETERA ADVISOR NETWORKS LLC and VOYA FINANCIAL ADVISORS, INC. Matthew is also a Christian minister and spends a majority of his time in ministry work.
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.
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.
1
2
FL
08/23/2022 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
GA
06/09/2021 - 08/24/2022
CETERA ADVISOR NETWORKS LLC (ADEL GA)
GA
05/25/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ADEL GA)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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