Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Callan is a financial advisor with over 18 years of experience in the industry. Matthew has been registered with Raymond James Financial Services Advisors, Inc. since December 2009 and holds licenses in Virginia and Texas. Prior to joining Raymond James Financial Services Advisors, Inc., Matthew was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has experience with various investment products and services and can provide financial planning, portfolio management, and pension consulting. Matthew specializes in working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
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
VA
12/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (VIRGINIA BEACH VA)
VA
07/04/2005 - 12/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 08/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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