Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Veenker is a financial advisor with over 20 years of experience in the industry. Matthew currently works at Raymond James Financial Services Advisors, Inc., where he has been since November 2023. Prior to that, Matthew was with First National Advisers LLC and First National Bank of Omaha. Matthew is a Certified Financial Planner and Chartered Financial Analyst. He has a broad range of experience serving high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew's focus is on helping clients reach their financial goals, which he does through a variety of services including financial planning, investment management, and retirement planning. He is committed to providing personalized advice and working closely with clients to create custom solutions.
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
CO
11/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Boulder CO)
CO
06/17/2015 - 09/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOULDER CO)
CO
03/10/2014 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (BOULDER CO)
CO
01/04/2012 - 02/26/2013
MML INVESTORS SERVICES, LLC (DENVER CO)
MD
03/02/2011 - 11/10/2011
LARA, SHULL & MAY, LLC (BETHESDA MD)
CO
10/01/2008 - 10/06/2010
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
10/16/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DENVER CO)
NA
04/21/1994 - 06/17/1994
ROYAL ALLIANCE ASSOCIATES, INC.
NA
03/08/1993 - 05/02/1994
METLIFE SECURITIES INC.
NA
03/08/1993 - 05/02/1994
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 12/4/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/9/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 3/4/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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