Unclaimed
Matthew Campbell Wyatt is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Uvalde, Texas. Matthew has been a registered representative since March 2015. Matthew holds a Series 7 license, which allows him to trade stocks, bonds, and other securities. He also holds a Series 66 license, which allows him to provide investment advice. Matthew has been registered in 24 states and is actively licensed in both the broker-dealer and investment advisor space. He is affiliated with The Bank and Trust in Uvalde. Matthew has a strong background in financial planning, portfolio management, and investment management.
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
TX
03/23/2015 - Present
Raymond James Financial Services Advisors, Inc. (UVALDE TX)
BOTH
Issued 03/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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