Unclaimed
Matthew Humphrey is a financial advisor with over 4 years of experience in the financial services industry. Matthew currently works with United Brokerage Services, Inc., in Vienna, VA. He is a registered representative with FINRA and a licensed investment advisor in Virginia and West Virginia. Previously, Matthew worked for Goldman, Sachs & Co. in New York City. Matthew is dedicated to providing personalized financial guidance to help his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
08/24/2016 - Present
United Brokerage Services, Inc. (VIENNA VA)
NY
09/21/2012 - 06/20/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Matthew Humphrey is the right advisor for you? Invested Better is here to help.