Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Clark is a registered representative with Planmember Securities Corp. Matthew has been in the financial services industry since 2013. Matthew has been associated with Planmember Securities Corp. since January 2020. Previously, Matthew was affiliated with GWN SECURITIES INC., ONEAMERICA SECURITIES, INC. and EDWARD JONES. Matthew is licensed to provide investment advice and services in Georgia, Maryland, North Carolina, and Virginia. Matthew holds the Series 66, Series 7 and SIE licenses. Matthew is a financial professional with extensive experience in the financial services industry. Matthew provides financial planning, portfolio management, and other services to individuals, corporations, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Provides investment supervisory 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.
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2
GA
01/23/2020 - Present
Planmember Securities Corp. (McDonough GA)
VA
01/05/2016 - 12/23/2019
GWN SECURITIES INC. (WYTHEVILLE VA)
VA
10/31/2013 - 05/01/2014
ONEAMERICA SECURITIES, INC. (RICHMOND VA)
VA
01/25/2013 - 09/03/2013
EDWARD JONES (CHESTER VA)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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