Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Franken Kok is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 24 years of experience in the financial services industry. Matthew has a wide range of experience serving clients in various sectors, including individuals, corporations, high-net-worth individuals, insurance companies, and pension and profit-sharing plans. Matthew holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE designation, and is a Chartered Financial Consultant. Matthew is a member of the Financial Industry Regulatory Authority (FINRA).
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
WA
04/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (LYNDEN WA)
WA
04/21/2014 - 04/10/2018
LPL FINANCIAL LLC (LYNDEN WA)
WA
06/25/2001 - 04/22/2014
NYLIFE SECURITIES LLC (LYNDEN WA)
PA
05/06/1998 - 06/28/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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