Unclaimed
Matthew Hynes is a financial advisor with MTH Financial Advisory. Matthew is a Registered Representative with the State of North Carolina. Matthew provides financial planning, income tax preparation and portfolio management services for individuals. Matthew also assists clients with the selection of other advisors and portfolio management for businesses. Matthew is a Personal Financial Specialist. Matthew has been in the financial services industry since 2019. Previously, Matthew was associated with J.P. MORGAN SECURITIES 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.
Personalized portfolio management to meet individual financial objectives.
Income tax preparation
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
09/11/2024 - Present
MTH Financial Advisory (CARY NC)
NJ
09/06/2019 - 04/22/2023
J.P. MORGAN SECURITIES LLC (Summit NJ)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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