Unclaimed
Matthew Girard Wracher is an investment advisor representative at Raymond James Financial Services Advisors, Inc. based in Akron, Ohio. Matthew has been in the industry since 1992, working previously at Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp. and Prudential Securities Incorporated. Matthew is registered in 38 states and holds Series 7, 31, 63, and 65 licenses.
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
OH
02/11/2015 - Present
Raymond James Financial Services Advisors, Inc. (AKRON OH)
OH
09/22/2003 - 01/16/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FAIRLAWN OH)
MO
10/01/1999 - 09/26/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/23/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/13/1992 - 03/05/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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