Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Trogdon is a financial advisor with Craftwork Capital LLC. Matthew is licensed in California, District of Columbia, Florida, Maryland, New York, North Carolina, Pennsylvania, and Virginia. Matthew has been in the financial industry since May 2019. Matthew is also a certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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VA
10/07/2021 - Present
Craftwork Capital LLC (ALEXANDRIA VA)
DC
08/09/2019 - 09/10/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Washington DC)
BOTH
Issued 12/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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