Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Creel Anderson is a financial advisor at Synovus Securities, Inc. Matthew has been in the securities industry since October 2012. Matthew's primary office location is in Montgomery, Alabama. Matthew has passed the Series 7, Series 66, and SIE exams, and is registered in 20 states. Matthew's firm, Synovus Securities, Inc. offers investment advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Matthew works with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/09/2020 - Present
Synovus Securities, Inc. (MONTGOMERY AL)
AL
07/17/2014 - 06/07/2016
LPL FINANCIAL LLC (MONTGOMERY AL)
AL
09/27/2012 - 06/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
BOTH
Issued 11/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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