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Gillian Matteson

Truist Securities, Inc.

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About Gillian Matteson

Gillian Matteson is a registered representative with Truist Securities, Inc. Gillian has passed the Securities Industry Essentials Examination (SIE), the Investment Banking Registered Representative Examination (Series 79TO) and the Uniform Securities Agent State Law Examination (Series 63). Gillian is licensed to conduct business in the state of Georgia and 51 other states and territories. Gillian began her career in the securities industry on August 13, 2021.

Firm Information

Gillian Matteson is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gillian Matteson’s Registration & Firm History

GA

08/14/2021 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gillian Matteson.
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