Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vancleve is a financial advisor who has been in the industry since 2015. Matthew is a Certified Financial Planner and has passed the Series 6, 7, 63 and 65 exams. Matthew has worked for Park Avenue Securities LLC, MML Investors Services, LLC and is currently registered with Raymond James & Associates, Inc.. Matthew is also a licensed insurance agent. Matthew specializes in providing financial planning, portfolio management, and other investment advisory services to a wide range of clients, including individuals, businesses, and retirement plans.
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
07/16/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
09/18/2018 - 06/23/2020
MML INVESTORS SERVICES, LLC (MEMPHIS TN)
TN
03/27/2015 - 09/10/2018
PARK AVENUE SECURITIES LLC (MEMPHIS TN)
IA
Issued 09/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2015
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
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