Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Ryan Franklin is a financial advisor with over 30 years of experience in the financial services industry. Matt has held positions with Edward Jones, Raymond James Financial Services, Inc., and Securities Service Network, LLC. Matt is currently registered with United Planners' Financial Services of America a Limited Partner. Matt specializes in providing financial planning, portfolio management for individuals, and selection of other advisors to clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
AZ
09/08/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
06/05/2012 - 09/09/2020
SECURITIES SERVICE NETWORK, LLC (WOOSTER OH)
OH
04/05/2007 - 06/05/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (WOOSTER OH)
OH
09/19/1989 - 04/10/2007
EDWARD JONES (WOOSTER OH)
BC
Issued 10/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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