Unclaimed
Matthew Ryan Sather is an investment advisor representative at Raymond James Financial Services Advisors, Inc. in Rochester, MN. Matthew has been in the financial services industry since October 2021. Matthew holds the Series 66 and Series 7TO licenses and the SIE exam. He is registered to provide investment advice in Minnesota and Texas. Previously, Matthew was employed at LPL FINANCIAL LLC. Matthew has also held various positions in the theatre industry.
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
MN
09/28/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rochester MN)
MN
10/19/2021 - 06/08/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
BOTH
Issued 11/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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