Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edward Todd is an active investment advisor representative with Raymond James & Associates, Inc. in Saint Petersburg, Florida. Matthew has over 24 years of experience in the financial services industry. Matthew is a registered representative with FINRA and a registered investment advisor representative with the state of Florida. Matthew has passed the Series 7, Series 24, Series 4, Series 55, Series 63, and Series 65 exams. Matthew has worked for Raymond James & Associates, Inc., Raymond James Financial Services, Inc., J.C. Bradford & Co., and PFIC Securities Corporation.
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
FL
08/17/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/13/2014 - 08/02/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
NY
06/22/2000 - 07/31/2013
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NY
08/19/1999 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TN
12/11/1997 - 07/29/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 06/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/08/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/1994
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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