Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Karis is an individual advisor who has been active in the financial industry since 1999. Matthew Karis is registered with Private Advisor Group, LLC and is a member of the firm's Atlanta office. He provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Matthew Karis is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
GA
04/05/2018 - Present
Private Advisor Group, LLC (Atlanta GA)
GA
10/05/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (ATLANTA GA)
GA
03/02/2010 - 10/07/2011
SAGE SOUTHEASTERN SECURITIES, INC. (ATLANTA GA)
GA
06/12/2008 - 06/25/2010
FIRST LEGACY SECURITIES, LLC (ATLANTA GA)
GA
08/12/2004 - 06/17/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
05/10/2000 - 07/22/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
12/08/1999 - 05/11/2000
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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