Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Potter is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew is registered to provide investment advice in 16 states. Matthew has been working in the financial industry since August 2018. Matthew has a Series 7, Series 66, and a SIE license. Matthew is an independent contractor with WhiteRock Wealth Design, LLC and is the owner and officer of OpenHand Finance, LLC. Matthew's primary business address is 4426 N. Waterside Ct. 110, Fayetteville, AR, 72703.
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
AR
06/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (Fayetteville AR)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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