Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marr has been a registered financial advisor since 1999. He is currently associated with Raymond James Financial Services Advisors, Inc., where he has been employed since 2018. Prior to that, he was a registered representative with U.S. BANCORP INVESTMENTS, INC. and WM FINANCIAL SERVICES, INC. Matthew offers financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. He is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Idaho, Massachusetts, Michigan, Minnesota, Montana, New Mexico, Ohio, Oregon, Texas, Vermont, Washington, and Wisconsin.
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
OR
05/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
OR
11/20/2006 - 02/26/2018
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
07/28/1999 - 11/03/2006
WM FINANCIAL SERVICES, INC. (PORTLAND OR)
MN
04/27/1999 - 06/30/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/1999 - 06/30/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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