Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joines is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Alpharetta, Georgia. Matthew has been in the financial services industry since 2013 and has a background in investment consulting. Matthew is also a Certified Financial Planner. Matthew specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families. Matthew is also registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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
GA
10/28/2019 - Present
Cambridge Investment Research Advisors, Inc. (Alpharetta GA)
GA
09/22/2017 - 10/25/2019
KESTRA INVESTMENT SERVICES, LLC (ALPHARETTA GA)
GA
03/13/2013 - 08/04/2017
KESTRA INVESTMENT SERVICES, LLC (ATLANTA GA)
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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