Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Griffith is a financial advisor with over 20 years of experience in the financial services industry. Matthew is registered with MML Investors Services, LLC, and has held registrations with several other firms over the years. He specializes in working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, trusts, and foundations. He offers a variety of financial services, including financial planning, asset allocation programs, portfolio management, and selection of other advisors. Matthew has held licenses in several states, including North Carolina, Texas, and Oklahoma.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
08/10/2022 - Present
MML Investors Services, LLC (Raleigh NC)
OK
04/17/2007 - 10/22/2008
NYLIFE SECURITIES LLC (OKLAHOMA CITY OK)
OK
11/25/1998 - 02/21/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (LAWTON OK)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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