Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Fletcher Roberts is an advisor who has been in the industry since June 2013. He is registered with the state of North Carolina as an Investment Advisor Representative (IAR) with Cambridge Investment Research Advisors, Inc. Matt has worked at several firms over the past ten years, including Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. He holds licenses in both Series 6 and Series 7, and is a registered representative with FINRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
01/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Ced NC)
NC
11/02/2018 - 12/31/2018
ROYAL ALLIANCE ASSOCIATES, INC. (WAKE FOREST NC)
NC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WAKE FOREST NC)
NC
08/26/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WAKE FOREST NC)
NC
05/01/2013 - 07/18/2013
PRUCO SECURITIES, LLC. (RALEIGH NC)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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