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 Slaggie is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. Matthew has been active in the industry since October 8, 2014. Matthew is registered with the following securities authorities: Florida, Minnesota, Texas, and Wisconsin. Matthew has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Matthew's specializations include financial planning, portfolio management for individuals and businesses, and educational seminars. In addition to his work with Raymond James Financial Services Advisors, Inc., Matthew is involved with Slaggie Capital Group, Slaggie Family Foundation, Winona Golf and Dining, Inc., and various other organizations.
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
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (WINONA MN)
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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