Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spaziani is an investment advisor representative with Vanguard Advisers, Inc. located in Charlotte, NC. Matthew has been in the industry for 10 years and has Series 7TO, Series 66 and SIE licenses. Matthew's firm provides financial planning and portfolio management services to a wide variety of clients, including high net worth individuals, corporations, and pooled investment vehicles. Matthew's expertise is in individual and business portfolio management as well as selection of other advisors.
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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2
NC
01/04/2022 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 01/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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