Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dennis Beavers is a financial advisor registered with Raymond James & Associates, Inc. with over 27 years of experience in the financial services industry. Matthew has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Herndon Plant Oakley, LTD., American Express Financial Advisors Inc., IDS Life Insurance Company and H.D. Vest Investment Securities, Inc. Matthew holds Series 6, 7, 63 and 66 securities licenses and is registered with the state of Texas.
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
TX
07/30/2021 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
04/28/2015 - 08/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
02/14/2002 - 03/04/2009
HERNDON PLANT OAKLEY, LTD. (CORPUS CHRISTI TX)
MN
09/14/1995 - 02/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/1995 - 02/14/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
04/07/1994 - 10/04/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 05/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1994
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
Not sure Matthew Beavers is the right advisor for you? Invested Better is here to help.
