Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Matthai is a financial advisor with over 30 years of experience. George is registered with Perigon Wealth Management, LLC and holds a Series 63 and Series 65 license. George has held previous roles at Cantella & Co., Inc., Securities Service Network, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Investment Management & Research, Inc, Tucker Anthony Incorporated, Kidder, Peabody & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
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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2
CA
11/24/2021 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
MD
04/05/2002 - 05/10/2007
CANTELLA & CO., INC. (TOWSON MD)
TN
10/17/2000 - 04/05/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
FL
01/04/1999 - 10/17/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/09/1991 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
05/25/1990 - 09/09/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MA
01/23/1987 - 05/31/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
11/14/1984 - 02/03/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
08/19/1981 - 11/22/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1991
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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