Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Campbell is a financial advisor registered with Equitable Advisors, LLC. Matthew is licensed to provide advisory services in Florida and Georgia. Matthew has been in the financial services industry since 1991. Matthew holds multiple securities licenses, including Series 6, 7, 24, 52TO, 53 and 66. Matthew's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Matthew's previous employers include Transamerica Financial Advisors, Inc., Pruco Securities, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company.
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
FL
04/04/2024 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
FL
11/11/2020 - 04/03/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (Jacksonville FL)
FL
06/10/2011 - 07/16/2020
PRUCO SECURITIES, LLC. (Jacksonville FL)
FL
05/14/1991 - 05/05/2011
METLIFE SECURITIES INC. (JACKSONVILLE FL)
VA
05/14/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (RICHMOND VA)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Campbell is the right advisor for you? Invested Better is here to help.
