Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Main has been working in the financial services industry since December 2005. He has been registered with Truist Advisory Services, Inc. since September 2016. Matthew Main is currently registered as an investment advisor representative in Maryland and Virginia. Previously, Matthew Main was registered with Cetera Advisor Networks LLC, Essex National Securities, Inc. and Uvest Financial Services Group, Inc. Matthew Main has passed the Series 66, Series 7, Series 24, and SIE exams. Matthew Main offers financial planning, portfolio management for individuals and businesses, and other services, including a wrap fee product and financial profiling services using desktop software.
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.
1
2
VA
09/08/2022 - Present
Truist Advisory Services, Inc. (OAKTON VA)
PA
10/20/2010 - 03/25/2013
CETERA ADVISOR NETWORKS LLC (MERCERSBURG PA)
PA
05/28/2010 - 07/29/2010
ESSEX NATIONAL SECURITIES, INC. (OAKDALE PA)
PA
03/17/2006 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (OAKDALW PA)
PA
02/02/2005 - 11/01/2005
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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