Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Goedde is a financial advisor with Equitable Advisors, LLC. Matthew has been working in the financial services industry since July 2005. Matthew is registered to provide investment advice in Arkansas, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, New Hampshire, North Carolina, Ohio, Oklahoma, Oregon, and Wisconsin. Matthew earned his Series 66 license on June 30, 2005 and holds licenses for Series 7 and SIE. Equitable Advisors, LLC is a financial services firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/24/2024 - Present
Equitable Advisors, LLC (WORTHINGTON OH)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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