Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Raves is a financial advisor with Kestra Private Wealth Services, LLC. Matthew is a registered representative in California and Texas and has been in the industry since 2013. Matthew specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Matthew is also a financial consultant with Summiteer Financial, providing insurance and wealth management services. Matthew has a strong track record of helping clients reach 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/03/2024 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CO
04/22/2024 - 09/03/2024
WORLD CAPITAL BROKERAGE, INC. (DENVER CO)
TX
09/03/2013 - 09/27/2018
EDWARD JONES (BUDA TX)
TX
10/09/2012 - 08/30/2013
NFP SECURITIES, INC. (AUSTIN TX)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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