Unclaimed
Matthew Brantley Johnson is a financial advisor with Truist Advisory Services, Inc. Matthew has been in the financial industry since May 2013 and has a broad range of experience with financial planning, portfolio management for individuals and businesses, and publication of periodicals. Matthew holds the Series 66, SIE, Series 31, and Series 7 licenses and is a Certified Financial Planner. Matthew is registered in 28 states and is an active member of the North Carolina State Bar. Before joining Truist, Matthew was a financial advisor with BB&T Securities, LLC and BB&T Investment Services, Inc.
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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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
08/03/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/27/2013 - 08/11/2016
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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