Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew L Elam is a financial advisor in South Hill, Virginia with over 7 years of experience in the industry. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, Matthew was associated with State Farm VP Management Corp. and Foresters Financial Services, Inc. Matthew's specializations include financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Matthew is also an associate at Benchmark Community Bank.
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
01/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (South Hill VA)
VA
04/17/2019 - 09/15/2022
STATE FARM VP MANAGEMENT CORP. (Chase City VA)
VA
09/30/2014 - 08/07/2018
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
IA
Issued 01/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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