Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alton Davis is a financial advisor with over 20 years of experience in the industry. Matthew is a registered representative and investment advisor representative for World Investment Advisors, LLC, where he provides financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Matthew's prior experience includes working as a financial advisor for Raymond James Financial Services, Inc., and Ameriprise Financial Services, Inc. Matthew is also an owner/proprietor of Boston Harbor Tax Advisors and a licensed insurance agent for TFS Insurance Agency, assisting clients with a variety of insurance needs. Matthew holds the Series 66, 7, 9, 10, and 24 licenses. He is a graduate of the University of Massachusetts Amherst, where he earned a Bachelor of Science degree in Finance. Matthew is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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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2
MA
06/28/2024 - Present
World Investment Advisors, LLC (Westborough MA)
MA
09/04/2015 - 07/26/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
MA
08/12/2003 - 09/29/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
MN
08/12/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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