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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Scot Winger is a financial advisor with Truist Advisory Services, Inc. in PALM HARBOR, FL. Matthew has been in the financial services industry since 2011 and has a series of certifications and licenses, including the Series 6, Series 63, Series 65, Series 7TO and SIE exams. Matthew has experience working with clients of all types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Matthew provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
03/05/2020 - Present
Truist Advisory Services, Inc. (PALM HARBOR FL)
FL
05/01/2012 - 08/07/2017
FIFTH THIRD SECURITIES, INC. (PALM HARBOR FL)
FL
09/21/2011 - 01/06/2012
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
BOTH
Issued 03/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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