Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hand is a financial advisor with BIP Wealth, LLC. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2017. Matthew specializes in helping individuals, families, and businesses reach their financial goals. He offers financial planning services including portfolio management, retirement planning, and estate planning. He is registered with the state of Georgia as an investment advisor representative. Matthew is also a registered representative with BIP Alliance, LLC.
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.
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
GA
07/31/2023 - Present
BIP Wealth, LLC (ATLANTA GA)
GA
05/24/2021 - 03/08/2023
CAPFINANCIAL SECURITIES, LLC. (STOCKBRIDGE GA)
GA
09/29/2020 - 07/20/2021
CETERA ADVISORS LLC (STOCKBRIDGE GA)
GA
11/22/2017 - 08/20/2020
CHARLES SCHWAB & CO., INC. (Alpharetta GA)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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