Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCalla is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Memphis, TN. Matthew has been in the industry since 2021 and is registered with the state of Tennessee. Matthew specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and institutions. Matthew has experience working with clients of all ages and income levels. Matthew is committed to helping his clients achieve their financial goals.
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
TN
11/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Memphis TN)
TN
05/12/2022 - 03/30/2023
LPL FINANCIAL LLC (MEMPHIS TN)
BOTH
Issued 08/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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