Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schirber is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the industry since November 2005. Matthew is registered with the state of Colorado and has been with Raymond James Financial Services Advisors, Inc. since May 2017. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and other clients.
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
06/02/2017 - Present
Raymond James Financial Services Advisors, Inc. (GLENDALE CO)
CO
11/08/2005 - 05/03/2017
EDWARD JONES (GLENDALE CO)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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