Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bliss Lane is an investment professional with over 30 years of experience in the financial services industry. Matthew is registered with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida, with over 5,700 advisors and approximately $345 billion in assets under management. The firm provides a wide range of financial services to individual, corporate, and institutional clients.
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
NJ
11/09/2016 - Present
Raymond James Financial Services Advisors, Inc. (WESTFIELD NJ)
NJ
05/27/2011 - 08/03/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Bedminster NJ)
MA
07/11/2008 - 05/31/2011
WELLS FARGO ADVISORS, LLC (BOSTON MA)
NJ
04/02/2007 - 07/15/2008
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
04/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
03/03/1994 - 04/19/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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