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Matthew William Loveless

W&S BROKERAGE SERVICES, INC.·CINCINNATI, Ohio
SIE, Series 6, Series 26, Series 63, Series 99TOClean recordW&S BROKERAGE SERVICES, INC.
400 BROADWAY, CINCINNATI, OH 45202CRD# 5657647Firm CRD# 8099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew William Loveless · CINCINNATI, OH
Registration
CRD #5657647 · W&S BROKERAGE SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
W&S BROKERAGE SERVICES, INC.
CRD 8099 · SEC 801-113946
AUM
$123M
Regulatory assets under management
Employees
85
451 client accounts
Services offered by W&S BROKERAGE SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at W&S BROKERAGE SERVICES, INC. →
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Frequently Asked Questions

What services does Matthew William Loveless offer?
Matthew William Loveless specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Matthew William Loveless's credentials?
Matthew William Loveless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew William Loveless located?
Matthew William Loveless is based in CINCINNATI, Ohio, working with W&S BROKERAGE SERVICES, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Matthew William Loveless charge for services?
Matthew William Loveless's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W&S BROKERAGE SERVICES, INC.?
W&S BROKERAGE SERVICES, INC. has approximately 85 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at W&S BROKERAGE SERVICES, INC.

Douglas Edward Mourne
CINCINNATI, OH
Gregory Michael Luebbe
CINCINNATI, OH
Shawn Michael Scott
CINCINNATI, OH
Bryan Chalmer Dunn
CINCINNATI, OH
James Joseph Deluca
CINCINNATI, OH
Steven Owen Reeves
CINCINNATI, OH

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Research
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