Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKamey is an active investment advisor representative with Raymond James & Associates, Inc. Matthew has been in the industry since March 16, 2007. Matthew has experience with Charles Schwab & Co., Inc., SunTrust Investment Services, Inc., and Wells Fargo Advisors, LLC. Matthew is currently registered in Georgia. Matthew has passed the Series 6, 7, 9, 10, 63, and 66 exams. Matthew specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
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
GA
04/12/2024 - Present
Raymond James & Associates, Inc. (Canton GA)
GA
02/18/2011 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Atlanta GA)
GA
09/01/2009 - 08/17/2010
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/13/2006 - 09/04/2009
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 10/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2006
Series 6 - Investment Company Products/Variable Contracts 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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