Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Todd Gulla is a financial professional with over 17 years of experience in the industry. Matthew has a strong track record of success in the financial services industry, having worked with clients from a variety of backgrounds. He is currently a Registered Representative with Key Investment Services LLC, a firm that manages over $4 billion in assets. Prior to joining Key Investment Services LLC, Matthew worked with McDonald Investments Inc. Matthew holds a Series 7, Series 27, and Series 99TO license. He is also registered in 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/13/2006 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
12/20/2005 - 03/13/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/07/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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