Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vinson Masten is a financial advisor with Truist Advisory Services, Inc., based in Winston-Salem, NC. Matthew has been in the financial services industry since 1998 and has held previous positions with BB&T Securities, LLC, BB&T Investment Services, Inc., UVEST Financial Services Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is registered to provide investment advice in 27 states. Matthew holds Series 7, Series 65, and Series 66 licenses and 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.
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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NC
03/01/2023 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/19/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
09/05/2003 - 03/14/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
09/09/1998 - 09/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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