Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thiel is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial industry since 2001. Prior to joining Raymond James, Matthew worked at Wells Fargo Clearing Services, LLC and Wachovia Securities, Inc. Matthew has Series 7, 9, 10, 66, and SIE licenses. Matthew is a member of the Board of Directors of Second Harvest Food Bank and is also a member of the Finance/Investment Committee. Matthew specializes in providing financial advice to individuals, families, and businesses.
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
NC
09/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (High Point NC)
NC
06/15/2002 - 06/08/2020
WELLS FARGO CLEARING SERVICES, LLC (HIGH POINT NC)
NC
09/18/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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