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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Todd Cheney is a financial advisor with over 20 years of experience in the industry. Matthew currently works for Macquarie Investment Management Business Trust as a Registered Representative. Previously, Matthew worked for firms including Ivy Distributors, Inc., Waddell & Reed, H&R Block Financial Advisors, Inc., and United Planners' Financial Services of America. Matthew holds a Series 63, Series 65, Series 4, Series 7, and Series 6 licenses. Matthew has passed the SIE exam as well. He is registered in Pennsylvania and Kansas as a registered representative and investment advisor representative. Matthew specializes in several areas including structured product/securitization advice, transition management, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
05/06/2021 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
03/26/2008 - 08/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
01/24/2008 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
11/20/2007 - 01/17/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
MI
08/12/2002 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
AZ
09/28/2001 - 07/25/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MD
12/07/1999 - 12/19/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
FL
01/02/1998 - 08/24/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
05/13/1997 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 10/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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