Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Matthews is a financial advisor at Janney Montgomery Scott LLC. Marsha has been in the industry since 2000 and holds Series 6, 7, 65, and 66 licenses. Marsha has a broad range of experience, having worked at several firms, including Davenport & Company LLC and Wells Fargo Advisors, LLC. Marsha specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations.
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.
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.
Fee plus commission
1
2
VA
08/26/2020 - Present
Janney Montgomery Scott LLC (RICHMOND VA)
VA
05/08/2014 - 03/14/2017
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
11/01/2013 - 05/13/2014
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
NC
06/25/2002 - 03/05/2003
PALMER & CAY SECURITIES CORPORATION (CHARLOTTE NC)
MA
08/24/2000 - 04/18/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/24/2000 - 04/18/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/27/1999 - 08/24/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/27/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
VA
11/05/1998 - 06/29/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 08/26/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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