Unclaimed
Matthew Todd Thompson is a financial advisor with Fifth Third Securities, Inc. based in LOUISVILLE, KY. Matthew is registered with the state of Kentucky as an investment advisor representative and as a broker. Matthew has a strong background in the financial industry and has been active in the industry since January 2005. Matthew has experience in various financial markets and services, including investment management, financial planning, and retirement planning. Matthew also works with individuals, families, businesses, and institutions.
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.
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.
Sponsor wrap fee program
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.
1
2
KY
08/07/2013 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
OH
11/13/2009 - 06/14/2013
PNC INVESTMENTS (DAYTON OH)
OH
03/13/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (KETTERING OH)
OH
10/15/2007 - 02/28/2008
U.S. BANCORP INVESTMENTS, INC. (CEDARVILLE OH)
OH
10/07/2004 - 08/28/2007
NATCITY INVESTMENTS, INC. (BEAVERCREEK OH)
IA
Issued 1/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/6/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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