linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew James Callaghan

Truist Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew James Callaghan

Matthew Callaghan is a financial advisor with Truist Securities, Inc. based in Baltimore, Maryland. Matthew has been in the financial services industry since July 24, 2002. Matthew specializes in providing a wide range of financial services to clients. Matthew is also a registered principal with Truist Securities, Inc..

Firm Information

Matthew Callaghan is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Callaghan’s Registration & Firm History

MD

04/11/2022 - Present

Truist Securities, Inc. (BALTIMORE MD)

MD

03/30/2011 - 03/17/2020

WELLS FARGO SECURITIES, LLC (BALTIMORE MD)

MD

03/16/2009 - 03/29/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

MD

05/14/2003 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (BALTIMORE MD)

NY

11/30/2001 - 04/23/2003

UBS WARBURG LLC (NEW YORK NY)

NY

11/03/2000 - 08/07/2001

UBS WARBURG LLC (NEW YORK NY)

NJ

06/05/2000 - 11/03/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

VA

09/01/1999 - 12/17/1999

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

Not sure if Matthew James Callaghan is right for you?

Licenses & Designations

BC

Issued 08/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/13/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 03/13/2022

Series 99TO - Operations Professional Examination

BC

Issued 06/01/2020

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/31/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Matthew James Callaghan. Review regulatory record here.
Not sure if Matthew James Callaghan is right for you?