Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Greenan is a financial advisor with Cambridge Investment Research Advisors, Inc. in Raleigh, NC. Matthew has been in the financial industry for over 12 years. Prior to joining Cambridge, Matthew worked at Kestra Investment Services, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD AMERITRADE, INC., and HORNOR, TOWNSEND & KENT, INC.. Matthew is a Series 7 and Series 66 licensed advisor. Matthew offers a variety of financial services to individuals and businesses including financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
06/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Raleigh NC)
NC
12/04/2020 - 06/08/2022
KESTRA INVESTMENT SERVICES, LLC (Raleigh NC)
NC
10/29/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Durham NC)
NC
02/23/2012 - 04/09/2015
TD AMERITRADE, INC. (CARY NC)
NC
03/05/2009 - 09/02/2011
HORNOR, TOWNSEND & KENT, INC. (DURHAM NC)
BOTH
Issued 03/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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