Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nadeau is an active financial advisor with Truist Advisory Services, Inc. Matthew has over 13 years of experience in the financial services industry. Matthew has held licenses with several firms throughout his career. Matthew is a registered representative with FINRA and is also registered in North Carolina as an investment advisor representative. Matthew has been actively working in the industry since 2007. Matthew’s areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers and Publication of Periodicals.
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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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/28/2021 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/09/2020 - 01/25/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (GREENSBORO NC)
NC
09/12/2014 - 10/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
06/09/2014 - 09/04/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
10/16/2013 - 06/10/2014
WELLS FARGO ADVISORS, LLC (ADVANCE NC)
NC
06/20/2007 - 01/12/2010
WELLS FARGO ADVISORS, LLC (WINSTON-SALEM NC)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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