Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Houston Schauss is a financial advisor with Raymond James & Associates, Inc. based in Memphis, Tennessee. Matthew has over 20 years of experience in the financial services industry. He is licensed to provide financial and investment advice and can help clients with a variety of financial planning needs. Matthew has a strong understanding of the financial markets and has a proven track record of success in helping clients 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.
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
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
11/04/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
03/20/2007 - 06/26/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/19/2005 - 03/09/2007
GATES CAPITAL CORPORATION (NEW YORK NY)
NY
05/21/2004 - 09/22/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/27/2001 - 08/22/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NJ
09/13/1999 - 03/02/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 04/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/07/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/1999
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
Not sure Matthew Schauss is the right advisor for you? Invested Better is here to help.
