Matthew GubaCRD Number: 5507870
Current Firm: Signator Investors, Inc.
Matthew Guba (CRD# 5507870) is an Investment Advisor Representative working at Signator Investors, Inc. in Boston, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Sii||Boston, MA||Sep 2013 - Current||3|
|John Hancock||Boston, MA||Jun 2012 - Sep 2013||1|
|Trilogy Financial Services||Woburn, MA||Oct 2009 - Jun 2012||2|
|National Planning Corporation||Woburn, MA||Oct 2009 - Jun 2012||2|
|First American Insurance Underwriters||Needham, MA||Apr 2009 - Oct 2009||< 1|
|Unemloyed||Boston, MA||Feb 2009 - Apr 2009||< 1|
|P.j. Robb Variable Corp.||Harrisburg, PA||Mar 2008 - Feb 2009||< 1|
|Crump Life Insurance Services||Boston, MA||Aug 2007 - Feb 2009||1|
|Unemployed||Allston, MA||Jul 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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