Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fresca is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Lexington, Kentucky. Matthew has been in the financial industry since 2002. Matthew is a Certified Financial Planner and specializes in providing financial planning services to individuals, corporations, and pension plans. Matthew is also a registered representative of Raymond James Financial Services, Inc. and a registered investment advisor with the state of Kentucky.
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
KY
05/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
12/11/2008 - 06/10/2024
UBS FINANCIAL SERVICES INC. (LEXINGTON KY)
KY
07/12/2002 - 12/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEXINGTON KY)
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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