Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Staten is a financial professional with over 20 years of experience in the financial services industry. Matthew has worked with a variety of firms, including Wells Fargo Advisors Financial Network, LLC, Ameriprise Financial Services, Inc., and Fifth Third Securities, Inc. Matthew holds the Series 66 and Series 7 licenses. Matthew is currently registered with Tucker Asset Management LLC as an investment advisor representative, and is also a licensed insurance agent for Innovative Retirement Solutions, LLC.
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.
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.
Shares in fees paid to third party investment advisers
1
2
OH
08/01/2024 - Present
Tucker Asset Management LLC (Westerville OH)
OH
07/05/2012 - 01/11/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLUMBUS OH)
OH
09/12/2007 - 08/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
06/08/2006 - 09/21/2007
FIFTH THIRD SECURITIES, INC. (POWELL OH)
OH
07/06/2005 - 06/06/2006
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
10/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/24/2002 - 10/23/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/24/2002 - 10/23/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
09/05/2001 - 09/09/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/05/2001 - 09/09/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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