Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Greene is a financial professional with over 20 years of experience in the industry. He is currently registered as a broker-dealer and investment advisor representative with Stirlingshire Investments and is licensed to conduct business in Georgia and New York. Prior to joining Stirlingshire Investments, Matthew held positions at Allstate Financial Services, LLC, Ameriprise Financial Services, Inc., BANC of America Investment Services, Inc., Wachovia Securities, LLC and Wachovia Securities, Inc.. Matthew holds the Series 63, 65, 7 and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/03/2023 - Present
Stirlingshire Investments (NEW YORK NY)
GA
05/07/2013 - 10/02/2023
ALLSTATE FINANCIAL SERVICES, LLC (Sugar Hill GA)
GA
01/02/2009 - 05/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (DULUTH GA)
GA
03/26/2004 - 01/07/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BUFORD GA)
MO
06/15/2002 - 03/26/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/01/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
01/04/2000 - 05/11/2000
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 06/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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