Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mehltretter is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Saint Petersburg, FL. Matthew has been in the financial industry since 1999. Matthew is a registered representative and investment advisor representative, licensed in 17 states, with experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining Raymond James, Matthew worked at Walnut Street Securities, Inc. and Park Avenue Securities LLC.
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
FL
10/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
09/08/2003 - 02/12/2007
WALNUT STREET SECURITIES, INC. (TAMPA FL)
NY
10/21/1999 - 09/05/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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