Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Elkins is a financial advisor registered with the state of West Virginia. Matthew is a registered representative of Gradient Advisors, LLC and has been in the industry since 2002. He specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Matthew has a wide range of experience in the financial services industry and is committed to providing his clients with personalized advice and guidance.
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.
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.
Referral fees
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2
WV
10/26/2018 - Present
Gradient Advisors, LLC (Beaver WV)
WV
06/22/2011 - 12/31/2017
INDEPENDENCE CAPITAL CO., INC. (BEAVER WV)
WV
09/18/2006 - 06/23/2011
MML INVESTORS SERVICES, LLC (BEAVER WV)
WV
07/13/2005 - 09/26/2006
METLIFE SECURITIES INC. (HURRICANE WV)
WV
07/13/2005 - 09/26/2006
METROPOLITAN LIFE INSURANCE COMPANY (HURRICANE WV)
MA
03/26/2004 - 07/14/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WV
10/31/2002 - 03/16/2004
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
IA
Issued 09/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2002
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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