Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Slater Dyson

Truist Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Slater Dyson

Matthew Dyson is a registered representative with Truist Advisory Services, Inc. Matthew is a financial advisor with over 4 years of experience in the financial services industry. Matthew specializes in providing financial advice to individuals and families. Matthew is committed to helping clients achieve their financial goals. Matthew holds the Series 7, 66, and SIE licenses. Matthew has been registered with the Securities and Exchange Commission since 2020. Matthew has worked with BB&T Securities, LLC and Highline Partners.

Firm Information

Matthew Dyson is currently registered with Truist Advisory Services, Inc.. TRUIST ADVISORY SERVICES, INC. is an investment advisor registered with the SEC and headquartered in Atlanta, Georgia. They serve individuals, high-net-worth individuals, corporations, charitable organizations, and other client types. They offer financial planning, portfolio management, and other services. The firm has approximately 2,079 investment advisor representatives and $61.37 billion in regulatory assets under management.
Truist Advisory Services, Inc.

115 NORTH CAMERON STREET

WINCHESTER, VA 22601

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Dyson’s Registration & Firm History

VA

02/17/2021 - Present

Truist Advisory Services, Inc. (WINCHESTER VA)

VA

07/16/2020 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

Not sure if Matthew Slater Dyson is right for you?

Licenses & Designations

BOTH

Issued 8/7/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 6/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Slater Dyson.
Not sure if Matthew Slater Dyson is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.