Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Riley Whitt is an investment advisor representative registered with Alphastar Capital Management in Cornelius, NC. Matthew is licensed in North Carolina and holds a Series 65 license. Matthew is a licensed insurance agent and has a strong background in financial planning. With a focus on high net worth individuals and businesses, Matthew has over 5 years of experience in the financial services industry. Matthew is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Sub-advisory services
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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NC
05/13/2024 - Present
Alphastar Capital Management (Hickory NC)
IA
Issued 01/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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