Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carroll? Claim Your ProfileCarroll Clayton Matthews is a Registered Investment Advisor Representative who has been in the securities industry since September 21, 2018. Carroll Matthews is currently registered with Planmember Securities Corp. and is licensed in Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/17/2021 - Present
Planmember Securities Corp. (OVIEDO FL)
IA
Issued 06/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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