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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Priest is a financial advisor who has been in the industry since 1999. He is currently registered with Raymond James Financial Services Advisors, Inc. Matthew has previously worked with Smith, Moore & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Linsco/Private Ledger Corp., and A.G. Edwards & Sons, Inc. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. He is also a registered Investment Advisor and has experience in both the brokerage and investment advisory industries.
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
KS
08/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
KS
11/15/2011 - 09/13/2018
SMITH, MOORE & CO. (OVERLAND PARK KS)
KS
06/13/2003 - 11/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
SC
09/11/2002 - 06/19/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
06/01/2001 - 10/09/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/07/1999 - 06/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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