Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Caras is a financial advisor with over 28 years of experience in the industry. Matthew is currently registered with Truist Advisory Services, Inc. and provides financial advice to individuals, businesses, and institutions. Matthew is a Certified Financial Planner and holds the Series 4, 7, 24, 63, and 65 licenses. Matthew has a wide range of experience in financial planning, portfolio management, and investment advice.
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
04/15/2021 - Present
Truist Advisory Services, Inc. (NAPLES FL)
VA
03/02/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/21/2005 - 03/08/2017
WELLS FARGO CLEARING SERVICES, LLC (BONITA SPRINGS FL)
NJ
07/22/2003 - 12/21/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NJ
11/30/1994 - 07/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/13/1993 - 12/16/1994
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
BC
Issued 08/13/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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