Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Anthony Horne is a financial advisor at Credit Union Investment Services. Matthew Horne is a registered representative and investment advisor representative. Matthew Horne has been in the financial services industry since June 2014. Matthew Horne has passed the Series 63, Series 65, Series 6TO and SIE exams. Matthew Horne specializes in providing financial planning, educational seminars 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.
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.
1
2
NC
09/29/2022 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 09/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Horne is the right advisor for you? Invested Better is here to help.
