Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vance Hovey is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry since 2009. Matthew has a Series 7, 6, 24, 63 and 65 licenses and has passed the SIE exam. Matthew's previous employers include Waddell & Reed, Charles Schwab & Co., Inc. and American Century Investment Services Inc. Cambridge Investment Research Advisors, Inc. provides portfolio management for individuals and businesses, as well as financial planning, educational seminars and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
07/18/2022 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
12/09/2011 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
CO
04/06/2011 - 05/23/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MO
03/11/2002 - 12/31/2002
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
02/02/1998 - 06/02/2000
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 11/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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