Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Haske is an investment advisor representative at Captrust. He is a registered representative with the state of Virginia. Matthew has been in the financial services industry since 2013, with previous experience at Truist Investment Services, Inc., MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. He is experienced in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
01/09/2024 - Present
Captrust (Lynchburg VA)
VA
03/01/2022 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (LYNCHBURG VA)
VA
03/29/2018 - 03/02/2022
MML INVESTORS SERVICES, LLC (FOREST VA)
VA
03/18/2013 - 03/01/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LYNCHBURG VA)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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