Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Digan is a financial advisor registered with Raymond James & Associates, Inc. Matthew has over 30 years of experience in the financial services industry and holds multiple licenses and designations, including Series 7, 24, 63, 65, and 66. Matthew has worked with a variety of clients including individuals, corporations, and institutional investors. Matthew's previous experience includes working with Fidelity Brokerage Services LLC, Legg Mason Investor Services, LLC, and Citigroup Global Markets Inc., among others.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/24/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
08/15/2022 - 06/08/2023
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
KY
07/22/2021 - 05/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
CT
12/01/2005 - 08/18/2020
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
11/11/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
12/24/1998 - 10/15/2004
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
03/22/1995 - 01/04/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IL
02/01/1995 - 03/10/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
02/11/1993 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
NC
06/03/1992 - 01/22/1993
KEYSTONE DISTRIBUTORS, INC. (CHARLOTTE NC)
TN
06/26/1990 - 12/21/1991
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
11/07/1989 - 04/27/1990
INTEGRATED RESOURCES MARKETING, INC. (NEW YORK NY)
NJ
08/18/1987 - 11/16/1989
INTEGRATED RESOURCES CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 07/21/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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