Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nieschwitz is a financial advisor at Raymond James Financial Services Advisors, Inc. in Canton, OH. Matthew has been in the financial services industry since 2019. Matthew holds FINRA Series 63, 66, and 7 licenses, as well as the SIE. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Prior to joining Raymond James, Matthew worked at Key Investment Services LLC, and Citizens Securities, Inc. Matthew offers a wide range of financial services, including investment management, financial planning, and retirement planning.
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
09/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Canton OH)
OH
10/01/2019 - 01/03/2020
KEY INVESTMENT SERVICES LLC (MASSILLON OH)
OH
03/11/2019 - 09/13/2019
CITIZENS SECURITIES, INC. (NORTH CANTON OH)
BOTH
Issued 04/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Nieschwitz is the right advisor for you? Invested Better is here to help.
