Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Woodhouse is a registered investment advisor representative at Truist Advisory Services, Inc., with over 7 years of experience in the financial services industry. Matthew has worked for several firms over the years including VALIC Financial Advisors, Inc. and SunTrust Investment Services, Inc.. Matthew's background spans across both the brokerage and advisory sides of the financial services industry. Matthew holds the Series 6, 7TO, 63, and 65 licenses, as well as the SIE exam, and has a strong focus on individual and business portfolio management.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
09/22/2022 - Present
Truist Advisory Services, Inc. (SAVANNAH GA)
GA
09/09/2015 - 10/05/2022
VALIC FINANCIAL ADVISORS, INC. (MACON GA)
GA
11/20/2014 - 07/15/2015
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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