Unclaimed
Matthew Dunckley is a financial advisor with Truist Advisory Services, Inc. He has been in the financial industry since 2007 and is currently licensed in Georgia to provide investment advice. Previously, Matthew worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Matthew holds several professional licenses including Series 6, Series 63, Series 65 and the SIE exam. He also holds a bachelor's degree in finance from the University of Georgia.
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
GA
06/11/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/01/2012 - 11/29/2017
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
NY
09/12/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 6/9/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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