Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Laroy Benham is a financial advisor with Truist Advisory Services, Inc. Matthew has been in the industry since February 4, 2007. Matthew is registered with FINRA and the state of Kentucky. Matthew has been working with Truist Investment Services, Inc. and Truist Advisory Services, Inc. since November 2020. Matthew has been registered with several firms, including PNC Investments, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and J.J.B. Hilliard, W.L. Lyons, Inc. in the past. Matthew provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
KY
05/02/2024 - Present
Truist Advisory Services, Inc. (LOUISVILLE KY)
KY
12/07/2007 - 11/20/2020
PNC INVESTMENTS (LOUISVILLE KY)
KY
04/02/2007 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (LOUISVILLE KY)
KY
02/15/2007 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
KY
09/22/2006 - 10/31/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 04/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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