Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Vanden heuvel is a registered representative and investment advisor representative with Raymond James & Associates, Inc. in Appleton, Wisconsin. Matt has been in the industry since January 4, 1993. Matt has been registered with RBC Capital Markets, LLC in Appleton, Wisconsin since March 2, 1998. Prior to that, Matt worked for DAIN RAUSCHER INCORPORATED from August 9, 1994 to March 2, 1998 and EVEREN SECURITIES, INC. from January 5, 1993 to August 23, 1994. Matt has a Series 7, Series 63 and Series 66 license. Matt's specializations include retirement planning, investment management, estate planning, college planning, and insurance. Matt also serves on the board of directors of the St. Francis Xavier Foundation and the Life Tools Foundation.
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
WI
11/12/2021 - Present
Raymond James & Associates, Inc. (Appleton WI)
WI
03/02/1998 - 11/10/2021
RBC CAPITAL MARKETS, LLC (APPLETON WI)
NA
08/09/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
01/05/1993 - 08/23/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 12/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1992
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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