Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dean Palumbo is a financial advisor with over 18 years of experience in the industry. Matthew is currently registered with Raymond James & Associates, Inc. in Richmond, Virginia. Matthew has a wide range of experience in the industry and holds licenses for Series 7, Series 50, Series 52, Series 63, and Series 79. Matthew has previously worked with BB&T Securities, LLC, Scott & Stringfellow, LLC, and Davenport & Company LLC. Matthew provides a variety of services to his clients including financial planning, portfolio management, and investment 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.
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
VA
02/03/2015 - Present
Raymond James & Associates, Inc. (Richmond VA)
VA
01/02/2013 - 12/18/2014
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/06/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
03/16/2006 - 06/02/2006
DAVENPORT & COMPANY LLC (RICHMOND VA)
BC
Issued 01/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/21/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/15/2006
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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