Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rakerd is a financial advisor who has been working in the financial services industry since March 1996. Matthew is currently registered with Independent Financial Partners. Prior to joining Independent Financial Partners, Matthew was registered with REALTA EQUITIES, INC. Matthew is a Series 7, Series 24, Series 63, and Series 65 licensed financial advisor. Matthew has a diverse background in financial services with experience in portfolio management for individuals, financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/03/2024 - Present
Independent Financial Partners (TAMPA FL)
PA
01/15/2010 - 08/29/2024
REALTA EQUITIES, INC. (YORK PA)
PA
03/05/2008 - 12/23/2009
SECURITIES AMERICA, INC. (SHREWSBURY PA)
MD
05/19/2003 - 02/29/2008
FIRST TENNESSEE BROKERAGE, INC. (TIMONIUM MD)
TN
08/22/2002 - 05/19/2003
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MD
04/14/1999 - 08/19/2002
PEREMEL & CO., INC. (BALTIMORE MD)
NC
10/05/1998 - 03/31/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
06/25/1997 - 05/01/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/1997 - 05/01/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
10/24/1996 - 06/13/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MO
09/26/1994 - 12/01/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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