Unclaimed
Matthew Degraff is a financial advisor registered with Sagespring Wealth Partners in Knoxville, Tennessee. Matthew is a Series 66, Series 7TO, and SIE licensed advisor. His firm specializes in providing financial planning and portfolio management services to both individuals and high-net-worth clients.
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.
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.
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
TN
07/02/2021 - Present
Sagespring Wealth Partners (Knoxville TN)
TX
03/01/2021 - 04/16/2021
PARK AVENUE SECURITIES LLC (FORT WORTH TX)
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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