Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lefebvre is a financial advisor registered with Raymond James & Associates, Inc.. Matthew has been in the financial services industry since September 4, 2007 and has experience with J.P. MORGAN SECURITIES LLC and MORGAN STANLEY. Matthew has a Series 7, Series 10, Series 9, Series 63, and Series 65 license and is registered in 29 states. Matthew is currently associated with Raymond James & Associates, Inc. and their Boston, MA branch office.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
02/23/2018 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
05/23/2013 - 02/27/2018
MORGAN STANLEY (BOSTON MA)
MA
02/25/2013 - 05/14/2013
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
06/01/2009 - 03/05/2013
MORGAN STANLEY (BOSTON MA)
MA
08/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
IA
Issued 10/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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