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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Mathews is a financial advisor at MAI Capital Management, LLC. Steven has been in the industry since 2008 and has a Series 7 and Series 66 license. He is a Certified Financial Planner. Steven has previously worked at Fidelity Brokerage Services LLC and Fifth Third Securities, Inc. Steven also has experience as a rideshare driver for Uber. Steven specializes in working with individuals, high-net-worth individuals, corporations, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
TN
10/03/2024 - Present
MAI Capital Management, LLC (Spring Hill TN)
KY
09/28/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
02/18/2014 - 01/20/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
05/13/2011 - 02/18/2014
TD AMERITRADE, INC. (CINCINNATI OH)
KY
04/01/2008 - 04/27/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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