Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fallaw is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Charlotte, NC. Matthew is also a Trust Advisor at Pinnacle Financial Partners / Pinnacle Bank. Matthew has been in the industry since 2010 and has a Series 7, Series 66, and SIE license. He is a Certified Financial Planner™. Matthew has experience working with individuals, high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, charitable organizations, and insurance companies. Matthew’s previous employers include LPL Financial LLC, BB&T Investment Services, Inc., and Wells Fargo 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
11/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (CHARLOTTE NC)
NC
01/20/2015 - 12/05/2017
INFINEX INVESTMENTS, INC. (Asheboro NC)
NC
02/11/2013 - 01/21/2015
LPL FINANCIAL LLC (ASHEBORO NC)
NC
10/18/2010 - 10/11/2012
BB&T INVESTMENT SERVICES, INC. (HICKORY NC)
NC
09/21/2007 - 12/31/2009
WELLS FARGO ADVISORS, LLC (HICKORY NC)
BOTH
Issued 10/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Fallaw is the right advisor for you? Invested Better is here to help.
