Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bland? Claim Your ProfileBland Matthews is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial services company. Bland Matthews has been working in the industry since 2013. Bland Matthews holds the Series 66, SIE, and Series 7 licenses. Bland Matthews provides services such as financial planning, investment management, and portfolio management for individuals and businesses. Bland Matthews is registered to provide investment advice in 12 states. Bland Matthews has a wide range of experience in the financial industry, having worked at several firms in the past. Bland Matthews has also worked in the automotive industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
11/09/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT AUGUSTINE FL)
PA
02/15/2021 - 07/18/2022
LINCOLN INVESTMENT (FORT WASHINGTON PA)
FL
06/26/2019 - 10/08/2020
LPL FINANCIAL LLC (JACKSONVILLE FL)
NY
03/29/2017 - 05/14/2018
CAPITAL ONE INVESTING, LLC (BROOKYLN NY)
FL
11/23/2015 - 05/16/2016
VOYA FINANCIAL PARTNERS, LLC (JACKSONVILLE FL)
FL
03/20/2013 - 06/19/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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