Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Lynn Matson is a financial professional with over 20 years of experience in the industry. Denise is currently a registered representative with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Denise has held previous roles with several firms, including MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, and Pruco Securities Corporation. Denise is licensed to sell securities in Alabama and Florida. Denise specializes in a range of services, including Portfolio Management, Financial Planning, and Educational Seminars.
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.
Please see note in schedule d - miscellaneous
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
03/04/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/15/2017 - 01/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
10/23/2000 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
01/31/2012 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
04/28/2005 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/31/2012 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/31/2012 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/23/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
12/23/1997 - 05/10/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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