Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Deweese is a financial advisor with over 35 years of experience. He is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Shearson Lehman Hutton Inc. and E. F. Hutton & Company Inc. Matthew has a wide range of experience in the financial services industry, including insurance sales, investment advisory, and portfolio management. Matthew is a registered representative in 20 states and has a variety of licenses and certifications including Series 3, 7, 9, 10, 31, and 63 licenses. Matthew is dedicated to helping his clients achieve their financial goals.
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
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAN JUAN CAPISTRANO CA)
NJ
02/21/1997 - 07/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/11/1990 - 03/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 04/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/29/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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