Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Cardella is a financial advisor with over 20 years of experience in the industry. Matthew currently holds a Series 6, 7, 63 and 66 license and is registered in several states including Georgia, Texas, Florida, New York, and more. Matthew is affiliated with Raymond James Financial Services Advisors, Inc., and his main office is located in Hinesville, Georgia. Previously Matthew was with Edward Jones, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Matthew provides investment advisory services to individuals, businesses, and retirement plans.
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
GA
06/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (Hinesville GA)
GA
10/17/2002 - 07/09/2020
EDWARD JONES (HINESVILLE GA)
WI
03/20/2000 - 10/09/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/20/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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