Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Johnson is a registered representative of Truist Advisory Services, Inc. Matthew has been in the securities industry for more than 7 years. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, 24, 66 and SIE registrations. Matthew has previously been registered with BB&T Securities, LLC and has experience in both the investment advisory and brokerage industries. Matthew is currently registered with the state of North Carolina as an investment advisor representative. Matthew specializes in portfolio management for individuals and businesses, financial planning, and publication of periodicals. Matthew's current firm, Truist Advisory Services, Inc. is a large firm with assets under management of over $61 billion and is located in Atlanta, Georgia.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/13/2016 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
BOTH
Issued 08/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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