Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Stratton is a financial advisor who has been working in the financial services industry since 2003. Matthew is currently registered with Onedigital Investment Advisors and has previously been registered with Raymond James & Associates, Inc. and Northwestern Mutual Investment Services, LLC. Matthew is licensed in North Carolina and holds the Series 7, Series 63, and Series 66 licenses. Matthew is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Matthew specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
02/01/2024 - Present
Onedigital Investment Advisors (Greensboro NC)
NC
09/24/2018 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (GREENSBORO NC)
NC
02/11/2004 - 09/14/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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