Unclaimed
Matthew Kenneth Pyles is a financial advisor currently registered with Raymond James & Associates, Inc. based in Atlanta, Georgia. Matthew Pyles has been in the financial industry since 2022 and has previous experience with Bankers Life Securities, Inc. He holds the Series 7TO and SIE licenses and has passed the Uniform Combined State Law Examination (Series 66). His specializations include retirement planning, insurance, investments, college savings and estate planning. Matthew Pyles is dedicated to providing personalized financial guidance to his clients, helping them achieve their individual financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
10/26/2023 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
02/16/2022 - 10/25/2023
BANKERS LIFE SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 04/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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