Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephens is a financial advisor with Osaic Advisory Services, LLC. He provides financial planning and investment management services to individuals, families, and businesses. Matthew has been in the financial services industry since 2008 and has a Series 7, Series 66 and SIE licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the National Association of Personal Financial Advisors (NAPFA). Matthew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is passionate about helping clients build a solid financial foundation for their future.
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
07/10/2015 - Present
Osaic Advisory Services, LLC (Wilmington NC)
NC
11/17/2014 - 12/31/2019
TRIAD ADVISORS LLC (Wilmington NC)
NC
10/31/2013 - 11/17/2014
LPL FINANCIAL LLC (WILMINGTON NC)
NC
09/05/2008 - 11/01/2013
WELLS FARGO ADVISORS, LLC (WILMINGTON NC)
BOTH
Issued 09/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Stephens is the right advisor for you? Invested Better is here to help.
