Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bolton is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the industry since 2009 and has a broad range of experience in financial planning, wealth management, and investment management. Matthew is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. He is registered to offer investment advisory services in Michigan, Texas, and several other states. Matthew is committed to helping clients reach their financial goals, and he offers a variety of services to meet individual needs.
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
MI
03/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Vicksburg MI)
MI
08/21/2009 - 03/04/2024
EDWARD JONES (VICKSBURG MI)
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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