Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richard Griffith is a financial advisor at Centura Wealth Advisory. Matthew has been in the financial services industry since 2000 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Matthew holds the Series 7, 9, 10, and 63 licenses, as well as the Certified Financial Planner (CFP) designation. Matthew is committed to providing his clients with personalized financial advice and services that are tailored to their specific needs. Matthew is also a volunteer board member for two charitable organizations.
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.
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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CA
02/04/2019 - Present
Centura Wealth Advisory (SAN DIEGO CA)
CA
12/22/2000 - 05/04/2007
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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