Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zylstra is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Mill Creek, Washington. Matthew has been in the financial services industry since February 10, 2016. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 9, 10, 63, and 66 licenses. Matthew also holds investment advisor representative registrations in 38 states. Matthew specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew has been recognized as a top advisor in the 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
WA
06/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Mill Creek WA)
WA
02/18/2015 - 10/14/2015
KEY INVESTMENT SERVICES LLC (MONROE WA)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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