Unclaimed
Matthew Aaron Conger is a financial advisor with Vanguard Marketing Corp. in Charlotte, North Carolina. Matthew has been in the financial services industry since January 29, 2008. Matthew holds Series 6, 7, and 63 licenses. Matthew also holds the SIE exam certification. Matthew is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Matthew was previously registered with Woodbury Financial Services, Inc. in Peoria, Arizona.
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.
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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2
NC
07/18/2008 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
AZ
12/04/2007 - 05/22/2008
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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