Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Huber is a financial advisor who has been in the industry since 2009. Matthew is currently registered with Key Investment Services LLC and has been with the firm since 2014. Matthew holds Series 63, 65, 7 and SIE licenses. Key Investment Services LLC has approximately $1 billion to $10 billion in assets under management and specializes in providing financial advice to high net worth individuals, corporations, pension and profit sharing plans, and individuals other than high net worth.
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.
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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OH
07/10/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
IN
09/30/2009 - 12/18/2014
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
Issued 07/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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