Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Whitcomb is a financial advisor with Cambridge Investment Research Advisors, Inc. Matthew has been in the industry since 2019. Matthew holds Series 7TO, Series 6TO, Series 66 and SIE licenses, and is a Certified Financial Planner. Matthew is registered to provide investment advice in 17 states: Alabama, Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Massachusetts, Minnesota, Missouri, New York, Ohio, Texas, and others. Matthew provides a variety of financial services to individuals and businesses, including financial planning, portfolio management, educational seminars, and retirement planning. Matthew works with clients from a variety of locations including Kettering, Ohio, Centennial, Colorado, and Golden, Colorado. Matthew is a licensed insurance agent and works with a variety of independent insurance agencies.
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.
Solicitation fees from 3rd party money managers
1
2
OH
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Kettering OH)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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