Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephen Morgan is a financial advisor with over 20 years of experience in the industry. Matthew is registered with Stifel, Nicolaus & Company, Inc. and holds Series 63, 65, 7 and SIE licenses. Matthew is also a Certified Financial Planner. Matthew has previously worked with Butler, Wick & Co., Inc. In addition to his work as a financial advisor, Matthew is also a Notary Public and is active in several community organizations. Matthew has extensive experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pooled investment vehicles. Matthew provides a range of financial services, including financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/19/2022 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
11/02/2000 - 03/10/2009
BUTLER, WICK & CO., INC. (CANFIELD OH)
IA
Issued 12/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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