Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Martin Walter is a financial advisor with over 30 years of experience in the industry. Matthew is registered with Raymond James & Associates, Inc. and has a strong track record of helping clients reach their financial goals. Matthew is committed to providing personalized financial advice and working with clients to develop customized plans that meet their individual needs.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
04/25/2024 - Present
Raymond James & Associates, Inc. (Tinton Falls NJ)
NJ
04/19/2005 - 06/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREEHOLD NJ)
NY
05/12/2000 - 10/07/2004
FOX-PITT,KELTON INCORPORATED (NEW YORK NY)
OH
10/19/1998 - 03/21/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
09/04/1990 - 10/06/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
WI
10/30/1991 - 11/20/1992
KEMPER CLEARING CORP. (MILWAUKEE WI)
NA
09/20/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 05/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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