Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carbray is a financial advisor with over 20 years of experience in the industry. Matthew is a Managing Partner at Carbray Staunton Financial Partners LLC and Ridgeline Financial Partners LLC, both of which are registered representatives with Kestra Investment Services, LLC. Matthew is also an Investment Advisor Representative at Kestra Advisory Services, LLC, and holds registrations in over 30 states for both broker-dealer and investment advisor activities. Matthew's expertise includes financial planning, investment management, and insurance 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CT
07/26/2023 - Present
Kestra Advisory Services, LLC (AVON CT)
CT
10/02/2002 - 08/01/2006
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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