Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gregory is a financial advisor with PFS Investments Inc., a firm with over 3500 investment advisor representatives nationwide. He is registered in Virginia and New Jersey as a registered representative and investment advisor. Matthew has over 20 years of experience in the industry. He specializes in providing portfolio management services to individuals and has a Series 6, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
12/19/2016 - Present
PFS Investments Inc. (SOUTHERN PINES NC)
IA
Issued 10/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Gregory is the right advisor for you? Invested Better is here to help.
