Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Benedict is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since March 1995. Matthew Benedict is licensed to provide financial advice and investment services in 34 states. Matthew Benedict's main office is located in Whitefish, Montana. Matthew Benedict holds several licenses and certifications including Series 7, Series 63, and Series 65. Matthew Benedict has previous experience working for ROBERT THOMAS SECURITIES, INC. Matthew Benedict is also the owner of Matthew Benedict LLC, an independent contractor business in Whitefish, Montana. Matthew Benedict works with individual clients, high net worth individuals, corporations, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.
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
MT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Whitefish MT)
FL
03/07/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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