Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wilbur is a financial advisor with Raymond James & Associates, Inc. in Athens, GA. He specializes in providing a variety of financial services to individuals, families, and businesses. His approach is tailored to each client's unique needs and goals. Matthew has been in the financial services industry since 2012 and has a proven track record of success. He is committed to providing his clients with the highest level of service and expertise.
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
GA
07/20/2022 - Present
Raymond James & Associates, Inc. (Athens GA)
GA
09/04/2012 - 07/23/2021
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
04/27/2012 - 09/05/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2012
Series 6 - Investment Company Products/Variable Contracts 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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