Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mckinney Garnett is a financial advisor with Raymond James & Associates, Inc. Matthew has been working in the financial industry since 2008 and is registered with FINRA and in multiple states. Matthew holds the Series 66, Series 7 and SIE licenses. Matthew is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both individuals and businesses. Matthew has experience with various clients including high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, and insurance companies.
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
CT
06/10/2019 - Present
Raymond James & Associates, Inc. (WESTPORT CT)
CT
03/06/2008 - 06/18/2019
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
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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