Matthew Lee
Financial Advisor
CUSO Financial Services, LP.
Matt has more than 33 years of Financial Services experience, with 8 years as Financial Advisor at KEMBA Financial Credit Union. He earned a Bachelor of Science in Business Administration, with majors in both Accounting and Finance, at Miami University in Oxford, Ohio. He holds multiple FINRA Licenses, including the Series 7 and 66 and is registered in many states. Matt is also licensed in Ohio to offer Life, Disability, and Long-Term Care Insurance.
Matt earned a BS in Business Administration, with majors in Accounting and Finance, from Miami University in Oxford, Ohio. He is securities registered in Ohio, Arizona, Florida, Michigan, North Carolina, Pennsylvania, Hawaii, and Virginia, and is licensed in Ohio to offer Life, Disability and Long-Term Care Insurance. He served the industry as a member of NASDAQ’s Quality of Markets Committee from 1996 – 2000, and holds several FINRA licenses, including the Series 4, 7, 9/10, 24, 55, 66. He now volunteers his time in our community through involvement in the Columbus Northern Lions Club, a non-profit charity, dedicated to many community and humanitarian programs.
Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.