Matt Held, CFP
Clarity Wealth Management
Certified Financial Planner in Cincinnati, OH
Address:8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
About Matt Held
Matt Held is a financial professional at Clarity Wealth Management located in Cincinnati, Ohio. Matt Held holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Matt Held provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Matt Held8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
Phone Number:
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Website:
http://www.claritywealth.org/
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