Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Christian Ulvenes is a financial advisor with Raymond James & Associates, Inc. located in Lutz, FL. Matthew has been working in the financial services industry since 1995. Matthew has experience working with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities.
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
10/26/2018 - Present
Raymond James & Associates, Inc. (Lutz FL)
FL
03/16/2015 - 11/01/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
09/11/2013 - 02/24/2015
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
08/17/2012 - 02/06/2013
HORNOR, TOWNSEND & KENT, INC. (TAMPA FL)
FL
02/06/2009 - 08/17/2010
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/04/2002 - 12/31/2008
INTERSECURITIES, INC. (LUTZ FL)
FL
04/01/2002 - 09/24/2002
FLORIDA INVESTMENT ADVISERS (TAMPA FL)
TX
11/29/2000 - 03/28/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
06/14/2000 - 10/04/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
08/10/1992 - 06/09/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
CO
11/27/1990 - 01/11/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
11/14/1990 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
10/31/1990 - 11/15/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1990
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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