Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Buckley is a financial advisor with over 20 years of experience in the financial services industry. Matthew has held various positions with firms such as SunTrust Investment Services, Inc., Nutmeg Securities, LLC, and TowneBank. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. in Virginia and Texas. Matthew is a Certified Financial Planner and has a Series 66, Series 7 and SIE license.
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
VA
06/16/2016 - Present
Raymond James Financial Services Advisors, Inc. (RICHMOND VA)
VA
04/24/2012 - 06/03/2016
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
10/26/2010 - 05/06/2011
NUTMEG SECURITIES, LLC (RICHMOND VA)
VA
11/02/2000 - 06/01/2010
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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