Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Griggs has been in the financial services industry since 2000. Matthew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7 and Series 66 securities license as well as the SIE exam. Matthew is a financial advisor with Merrill Lynch and has a broad range of experience serving clients from high-net-worth individuals to corporations. He specializes in portfolio management, investment advice, and financial planning. Matthew has worked for a number of financial institutions over the years, most notably Bank of America and Chevy Chase Financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
MD
11/07/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)
MD
10/04/2000 - 12/05/2008
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 12/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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