Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Branch Anderson is a financial advisor at Raymond James & Associates, Inc. Matthew has been in the financial industry since December 1998. Prior to joining Raymond James, Matthew worked at Robert W. Baird & Co. Incorporated. Matthew is registered to provide securities and investment advisory services in Texas and Virginia. Matthew offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
VA
09/21/2022 - Present
Raymond James & Associates, Inc. (Reston VA)
VA
01/18/2008 - 09/25/2022
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
VA
02/21/2006 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MD
12/08/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1998
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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