Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Andreas is a financial advisor with over 23 years of experience in the industry. Matthew is currently registered with Commonwealth Financial Network and Investment Partners Ltd. He has a broad range of experience in financial planning and asset management services. Matthew has a strong focus on working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is also a co-owner of Rea & Associates, Inc., a private entity involved in accounting & financial 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.
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2
OH
06/23/2017 - Present
Commonwealth Financial Network (NEW PHILADELPHIA OH)
OH
01/03/2011 - 04/04/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
01/11/2002 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
10/12/2000 - 01/07/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
10/05/1998 - 08/14/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IL
10/23/1997 - 09/25/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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