Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bracciante is an investment advisor with over 25 years of experience in the financial industry. Matthew is currently registered as a Registered Representative and Investment Advisor Representative with Stratos Wealth Partners, Ltd., an independent investment advisor firm, where he started working in 2012. Matthew has experience working with a variety of clients including individuals, families, corporations, and charitable organizations. Matthew is a licensed insurance professional and is well-versed in financial planning, portfolio management, and estate planning. He holds several professional designations, including the Series 6, 7, 63, and 65 licenses. Matthew is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
NC
03/15/2016 - Present
Stratos Wealth Partners, Ltd. (CARY NC)
NC
10/23/2009 - 12/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
10/13/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NJ
09/08/1999 - 02/27/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
WI
03/26/1998 - 09/17/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/26/1998 - 09/17/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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