Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jacob Schmidt is a financial advisor registered with Raymond James & Associates, Inc. Matthew has been in the financial industry since November 2014. He has worked for JJB Hilliard WL Lyons LLC and Robert W. Baird & Co. Incorporated, before joining Raymond James & Associates, Inc.. Matthew is a Certified Financial Planner and has a Series 66, Series 7 and SIE license. Matthew is a member of the Emmanual Lutheran Church Stewardship and Council and a member of the Ball State University North Eastern IN Alumni Board. Matthew is licensed to practice in several states including Texas, Indiana and more.
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
IN
07/12/2024 - Present
Raymond James & Associates, Inc. (FT. WAYNE IN)
IN
10/18/2019 - 06/21/2024
ROBERT W. BAIRD & CO. INCORPORATED (FORT WAYNE IN)
IN
11/03/2014 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (FORT WAYNE IN)
BOTH
Issued 01/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
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
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