Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephen Bosway is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Coon Rapids, MN. Matthew has been in the financial services industry since 2023. Matthew holds the following licenses: Series 66, Series 7TO, and SIE. Matthew is registered in the following states: Arizona, Arkansas, Minnesota, North Dakota, Ohio, Texas, and Wisconsin. Matthew also has a strong background in landscaping and worked for Sunscape Landscaping, LLC and 3M Company prior to entering the financial services 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
06/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Coon Rapids MN)
BOTH
Issued 05/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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