Unclaimed
Matthew Whitmore is a financial professional with Truist Securities, Inc.. Matthew has been in the industry since August 2019 and holds Series 7, 63 and 99TO licenses. Matthew is registered in Georgia.
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.
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.
1
2
GA
08/28/2019 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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