Unclaimed
Matthew Hart is a financial advisor currently registered with Foster Victor Wealth Advisors in Greenville, South Carolina. Matthew has been in the financial services industry since 1997 and has experience with Invesco Distributors, Inc., Van Kampen Funds Inc., and A I M Distributors, Inc. Matthew holds the Series 63, Series 7, and SIE licenses. Matthew's primary area of specialization is financial planning, portfolio management for businesses, and portfolio management for individuals. Matthew is also a Chartered Financial Analyst (CFA).
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.
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.
1
2
SC
02/03/2025 - Present
Foster Victor Wealth Advisors (GREENVILLE SC)
TX
06/01/2010 - 11/29/2016
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
10/24/1997 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
TX
05/24/1993 - 08/11/1997
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 04/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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