Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Orf is a financial advisor with over 20 years of experience in the financial industry. Matthew has a wide range of experience and expertise in the financial services industry, including investment advisory services, financial planning, and portfolio management. Matthew currently works with TIAA-CREF Individual & Institutional Services, LLC. Matthew has been working with TIAA-CREF Individual & Institutional Services, LLC since 2005. Before joining TIAA-CREF Individual & Institutional Services, LLC, Matthew worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Matthew is registered with the state of North Carolina as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/22/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NY
07/28/1999 - 06/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 02/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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