Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Keeter is a financial professional with over 17 years of experience in the industry. Matthew has been registered with the state of Georgia and Texas as an Investment Adviser Representative since 2017. Prior to joining Equity Investment Corp., Matthew worked at Foreside Fund Services, LLC and Pacific Select Distributors, Inc. Matthew specializes in providing portfolio management services to individuals, investment companies, and businesses. Matthew holds the Series 6, 7, 26, 63, and 65 securities licenses and has passed the SIE Exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
GA
12/21/2017 - Present
Equity Investment Corp. (ATLANTA GA)
ME
03/19/2012 - 10/05/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
07/13/2010 - 03/15/2012
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
03/30/2007 - 07/12/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
GA
09/01/2000 - 03/30/2007
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
IA
Issued 12/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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