Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel Frey is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Matthew has been in the industry since August 2011 and holds registrations in Florida, Pennsylvania and Texas. Matthew holds the Series 66, 10, 9, SIE and Series 7 licenses. Matthew specializes in a variety of areas, including financial planning, portfolio management, and pension consulting. Matthew has significant experience working with individual clients, high-net-worth individuals, corporations and businesses, and charitable organizations. Matthew has over 12 years of experience in the industry, and is committed to providing clients with personalized financial advice.
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
FL
09/15/2011 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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