Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wesley Casella is a financial advisor with Truist Advisory Services, Inc. Matthew is based in NORFOLK, VA and has over 15 years of experience in the financial services industry. Matthew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Matthew holds Series 6, 7, 63, and 65 licenses. Matthew is a registered investment advisor in VA, TX, and several other states. Matthew has previously worked at Wachovia Securities, LLC. Matthew offers a variety of services including portfolio management, financial planning, publication of periodicals, and selection of other advisers. Matthew specializes in working with high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, banking or thrift institutions, and pension and profit-sharing plans.
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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VA
09/21/2016 - Present
Truist Advisory Services, Inc. (NORFOLK VA)
VA
10/03/2007 - 04/03/2008
WACHOVIA SECURITIES, LLC (MIDLOTHIAN VA)
IA
Issued 7/1/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/2/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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