Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ayers is a financial advisor with Raymond James & Associates, Inc. Matthew has been working in the financial industry since 2007. Matthew is licensed to offer financial advice in 29 states and holds Series 7, 9, 10, 31, 66 and SIE licenses. Matthew has worked for Deutsche Bank Securities Inc. and Canterbury Consulting Incorporated prior to Raymond James & Associates, Inc.
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
CA
09/07/2016 - Present
Raymond James & Associates, Inc. (Los Angeles CA)
CA
02/02/2010 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
05/12/2009 - 01/21/2010
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
CA
04/20/2007 - 01/09/2008
MORGAN STANLEY & CO., INCORPORATED (LOS ANGELES CA)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2006
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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