Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Johnson is a financial advisor with Raymond James & Associates, Inc. Matthew has over 20 years of experience in the financial services industry. Matthew has a strong understanding of investment strategies and a commitment to providing personalized financial advice to clients. Matthew is licensed in multiple states, including Ohio, Texas, and Virginia. Matthew is committed to helping clients reach their financial goals.
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
VA
07/27/2015 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
05/06/2008 - 07/22/2015
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
TN
04/05/2007 - 08/15/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
06/06/2006 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
VA
03/27/1998 - 05/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Johnson is the right advisor for you? Invested Better is here to help.
