Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Somerville Buddo is a financial advisor with Truist Advisory Services, Inc. based in Raleigh, North Carolina. Matthew has been in the industry since 2018. Matthew is a Certified Financial Planner and holds licenses for Series 66, Series 7 and SIE exams. Matthew has been registered with Truist Advisory Services, Inc. since 2019 and previously worked with AXA ADVISORS, LLC.
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
NC
05/13/2019 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
NC
02/27/2017 - 09/22/2017
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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