Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Holbrook is a financial advisor registered with Fifth Third Securities, Inc.. He is registered to provide securities related services in North Carolina. Matthew has been working in the securities industry since 2004. In addition to his current firm, Matthew has previously worked at SunTrust Robinson Humphrey, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/27/2017 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
GA
05/09/2014 - 01/17/2017
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
NC
11/01/2010 - 04/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/15/2004 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 12/15/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Holbrook is the right advisor for you? Invested Better is here to help.
