linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Joseph Valentine

Franklin Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Joseph Valentine

Matthew Valentine is a financial advisor who has been in the industry since 2003. Matthew is currently registered with Franklin Distributors, LLC. Previously, he was registered with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., RMC Capital Markets Group, Inc, First Star Securities Corporation, Provident Asset Management, LLC, and Gunnallen Financial, Inc. Matthew is a Series 7, Series 24, Series 63, and SIE licensed representative and is registered in 53 states.

Firm Information

Matthew Valentine is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Valentine’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (St. Petersburg FL)

FL

03/11/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

12/15/2010 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

TX

11/03/2009 - 07/23/2010

RMC CAPITAL MARKETS GROUP, INC (DALLAS TX)

TX

04/16/2009 - 08/27/2009

FIRST STAR SECURITIES CORPORATION (ANNA TX)

FL

04/29/2008 - 03/02/2009

PROVIDENT ASSET MANAGEMENT, LLC (ST PETERSBURG FL)

FL

01/15/2003 - 04/30/2008

GUNNALLEN FINANCIAL, INC (TAMPA FL)

Not sure if Matthew Joseph Valentine is right for you?

Licenses & Designations

BC

Issued 03/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph Valentine.
Not sure if Matthew Joseph Valentine is right for you?