Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan McFarland is an investment advisor representative at R M Davis Inc., a firm based in Portland, Maine. Matthew has been in the industry for over 20 years and holds the Series 7, 24, 63 and 65 licenses. Matthew has a strong background in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Previously, Matthew worked at People's Securities, Inc., Chittenden Securities, LLC., Banc of America Investment Services, Inc., Quick & Reilly, Inc. and Prudential Securities Incorporated. Matthew provides services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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ME
04/09/2013 - Present
R M Davis Inc. (PORTLAND ME)
NH
05/11/2010 - 01/22/2013
PEOPLE'S SECURITIES, INC. (PORTSMOUTH NH)
NH
04/21/2005 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (PORTSMOUTH NH)
MA
10/20/2004 - 04/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/06/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/16/1998 - 12/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/16/1997 - 11/20/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
IA
Issued 02/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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