Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bright has over 30 years of experience in the financial services industry, starting in 1993. Matthew is a Registered Representative and Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Matthew is currently licensed in 14 states and has previously been affiliated with RBC CENTURA SECURITIES, INC. and UVEST INVESTMENT SERVICES. Matthew has a broad range of experience, including serving as a Trustee for a healthcare charitable organization and owning a rental real estate company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (FOREST CITY NC)
NC
06/01/1994 - 11/26/2001
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
08/30/1993 - 06/01/1994
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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