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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Forrest Alexander is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew Alexander has been in the securities industry since 2015. He is registered with the state of North Carolina and Texas. Matthew Alexander holds the following securities licenses: Series 7TO, Series 6, Series 63 and Series 65. He has a strong background in providing financial advice to individuals, corporations, and institutions. Matthew Alexander specializes in a wide range of financial services, including portfolio management, investment planning, and retirement planning. He is committed to helping his clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
08/06/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
03/06/2017 - 04/22/2019
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
07/31/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
IA
Issued 07/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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