Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Giles Symonds is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 23 years of experience in the financial services industry. Matthew has a strong background in securities and investment advisory services, holding licenses in both Broker-Dealer and Investment Advisor capacities. With a focus on serving individuals, corporations, and retirement plans, Matthew provides financial planning, portfolio management, and investment advisory services. Matthew is committed to providing clients with personalized advice and solutions to help them achieve their financial goals.
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
NM
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (FARMINGTON NM)
CA
12/13/2000 - 02/16/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 03/14/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/19/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
10/14/1998 - 06/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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