Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Aaron Turner is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Ponte Vedra Beach, FL. Matthew has over 17 years of experience in the financial services industry. Matthew has a wide range of experience and is registered to provide investment advice in 38 states. Matthew is also a Certified Financial Planner and has a Series 66, Series 7, and SIE license. Prior to joining Raymond James, Matthew was affiliated with Truist Investment Services, Inc., BB&T Securities, LLC, Scott & Stringfellow, LLC, and Wells Fargo Advisors, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
02/17/2021 - 05/24/2024
TRUIST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/07/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (PONTE VEDRA BEACH FL)
FL
02/21/2007 - 12/13/2012
WELLS FARGO ADVISORS, LLC (PONTE VEDRA BEACH FL)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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