Unclaimed
Matthew Strelau is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial industry since 2020. Matthew is registered in Colorado as a securities representative and investment advisor representative. Matthew holds Series 63, Series 7TO, and SIE licenses. Matthew is also a Certified Financial Planner.
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
CO
07/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Littleton CO)
CO
05/20/2020 - 07/29/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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