Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Tarka is a financial advisor with Avantax Advisory Services in Cincinnati, Ohio. Matthew Tarka has been working in the financial industry since 2019 and is registered with the state of Ohio to provide investment advice. Matthew Tarka previously worked with HORAN Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew Tarka holds the Series 66 and Series 7TO licenses. Matthew Tarka specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and providing solicitor referral services to third-party investment managers.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
08/03/2023 - Present
Avantax Advisory Services (Cincinnati OH)
OH
03/23/2022 - 08/02/2023
HORAN SECURITIES, INC. (CINCINNATI OH)
OH
06/14/2019 - 10/29/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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