Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Ryan is an investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Kent, Washington. Matthew has been in the industry since November 17, 2004. His previous firms include LPL Financial LLC, Edward Jones, and U.S. Bancorp Investments, Inc. Matthew is a registered investment advisor representative in Washington and Texas. Matthew offers investment advisory services to individuals, businesses, and corporations.
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
WA
02/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Kent WA)
WA
09/22/2011 - 02/06/2023
LPL FINANCIAL LLC (KENT WA)
WA
05/09/2007 - 09/02/2011
EDWARD JONES (KENT WA)
MN
09/03/1997 - 11/23/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
05/28/1997 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
CA
09/30/1996 - 01/06/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/26/1994 - 06/29/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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