Unclaimed
Matthew Spradlin is an investment advisor representative with Steward Partners Investment Advisory, LLC. Matthew has been in the industry since 2003 and is registered with the state of Virginia and Texas. Matthew has his Series 7, Series 10, Series 9 and Series 66 licenses. Matthew is a Certified Financial Planner™ professional. Matthew's previous experience includes time with Raymond James Financial Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is committed to providing his clients with financial guidance and support.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/23/2018 - Present
Steward Partners Investment Advisory, LLC (Midlothian VA)
VA
02/22/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
11/20/2003 - 02/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 12/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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