Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Montanari is a registered representative with First Citizens Investor Services, Inc. based in Moncks Corner, SC. Matthew has been in the financial industry since February 13, 2023. Matthew is licensed to offer securities and variable products in South Carolina. Matthew holds the Series 63, SIE and Series 6TO licenses.
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.
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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SC
02/14/2023 - Present
First Citizens Investor Services, Inc. (Moncks Corner SC)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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