Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harrison Fortenberry is a financial advisor with Equitable Advisors, LLC, working in the Denver, NC office. Matthew has been in the financial services industry since 2017. Matthew is registered with FINRA and holds Series 66, Series 7, and SIE licenses. Matthew holds several specializations including 1, 2, 3, 4, 5, and 6. Matthew also has several years of experience with firms such as Prudential Annuities Distributors, Inc., PRUCO Securities, LLC., and Wells Fargo Clearing Services, LLC. Matthew is also registered in Florida, Indiana, Louisiana, North Carolina, Pennsylvania, South Carolina and Utah.
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.
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.
1
2
NC
03/28/2023 - Present
Equitable Advisors, LLC (DENVER NC)
CT
03/27/2020 - 06/14/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
02/04/2019 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
NC
10/09/2017 - 01/02/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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