Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Leddy is an investment advisor representative at Mdrn Capital. Matthew has been working in the financial services industry since 2009. Matthew has experience working with individuals and high-net-worth individuals. Matthew has a Series 6 and Series 63 license and is registered with the state of Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
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
MD
04/18/2024 - Present
Mdrn Capital (ANNAPOLIS MD)
OH
10/11/2012 - 07/30/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FINDLAY OH)
OH
03/11/2009 - 09/13/2012
FIFTH THIRD SECURITIES, INC. (WATERVILLE OH)
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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