Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gates is a financial advisor with Equitable Advisors, LLC, located in Cincinnati, OH. Matthew has been in the industry since March 1999. Matthew holds Series 7, 63, and 65 licenses and has experience working with individuals, high-net-worth individuals, and retirement plans. Matthew is also licensed in several states, including CO, IN, KY, MI, and OH.
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.
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2
OH
02/05/2008 - Present
Equitable Advisors, LLC (CINCINNATI OH)
MN
12/01/2001 - 11/17/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
07/30/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
10/29/1999 - 04/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
RI
10/30/1998 - 09/15/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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