Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vanaman is a financial advisor with over 15 years of experience in the industry. Matthew currently works at Pimco Investments LLC, where he has been since 2016. Prior to that, Matthew worked at LPL FINANCIAL LLC, PIMCO INVESTMENTS LLC, and CAPTRUST FINANCIAL ADVISORS. Matthew holds a Series 3, 7, and 63 license, as well as the SIE and Series 65. Matthew is registered to provide financial advice in all 50 states and is committed to providing his clients with the best possible financial advice.
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.
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.
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2
CA
05/24/2016 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NC
03/07/2013 - 06/03/2016
LPL FINANCIAL LLC (GREENSBORO NC)
NY
03/25/2011 - 02/14/2013
PIMCO INVESTMENTS LLC (NEW YORK NY)
NC
11/22/2007 - 04/12/2011
CAPTRUST FINANCIAL ADVISORS (RALEIGH NC)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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