Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Allen Hamilton is a financial advisor who has been in the industry since December 2006. Matthew is currently registered with Credit Union Investment Services in Raleigh, NC. Matthew provides financial planning and portfolio management for individuals. Matthew also provides educational seminars. Matthew has been with Credit Union Investment Services since September 2007. Matthew has a Series 63, Series 65, and Series 66 licenses as well as a Series 7, Series 99TO, and Series 14.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
09/18/2007 - Present
Credit Union Investment Services (Raleigh NC)
KS
09/12/2002 - 10/23/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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