Unclaimed
Matthew Parks is a registered representative of Fifth Third Securities, Inc. with over 11 years of experience in the financial industry. Matthew has a Series 6 and Series 63 license. He is also a registered Investment Advisor Representative in Ohio. Matthew specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Sponsor wrap fee program
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.
1
2
OH
04/03/2020 - Present
Fifth Third Securities, Inc. (LEBANON OH)
OH
11/05/2018 - 07/19/2019
J.P. MORGAN SECURITIES LLC (DAYTON OH)
OH
09/23/2015 - 11/01/2018
PNC INVESTMENTS (ENGLEWOOD OH)
OH
06/27/2012 - 09/14/2015
FIFTH THIRD SECURITIES, INC. (DAYTON OH)
OH
10/31/2007 - 04/13/2012
CHASE INVESTMENT SERVICES CORP. (FAIRBORN OH)
IA
Issued 05/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Parks is the right advisor for you? Invested Better is here to help.