Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Loveless is a financial advisor who has been in the industry since 2009. He currently works at W&S Brokerage Services, Inc. and is registered with the state of Ohio as well as Indiana, Kentucky and Illinois. Matthew has Series 6, 26, 63 and 99TO securities licenses. His specializations include Investment Company Products/Variable Contracts and Investment Company Products/Variable Contracts Principal.
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.
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.
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2
OH
07/07/2009 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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