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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Matthews is a financial advisor at Grove Point Advisors, LLC, with over 15 years of experience in the financial services industry. Charles has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Charles holds a Series 7, Series 66, Series 24, Series 28, Series 31 and Series 99TO license. Charles is also registered in 15 states and is a member of FINRA. Charles has a strong track record of providing excellent customer service and exceeding client expectations. Charles is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TN
11/29/2006 - 11/12/2009
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
NY
06/06/2005 - 04/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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