Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McManus is a financial advisor with Equitable Advisors, LLC, based in Cincinnati, OH. Matthew has been in the financial industry since November 2011 and has a Series 7, Series 24, Series 63 and Series 65 licenses. Matthew also has experience working with high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Matthew is also a board member and treasurer of the Hamilton County Police Association. Matthew's expertise is in providing financial planning and portfolio management services to clients.
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
12/23/2015 - Present
Equitable Advisors, LLC (CINCINNATI OH)
IA
Issued 12/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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